Real Estate
Uncertainty Weighs Heavily Over Fourth Quarter Outlook
http://www.costar.com/News/Article.aspx?id=27AB6D5D97FF9FCBC9217998AFEBE1D1&ref=100&iid=200&cid=4551B02CF9EBB4A3FD8AA99C29554FD4
Co-Star Watch List
http://www.costar.com/webimages/watchlist/WL9-30.pdf
Homebuyer tax credit kept REO sales down 28% in 2Q: RealtyTrac
http://www.housingwire.com/2010/09/29/homebuyer-tax-credit-kept-reo-sales-down-28-in-2q-realtytrac
CMBS Delinquency Rate Continues to Climb
http://blogs.wsj.com/developments/2010/09/29/cmbs-delinquency-rate-continues-to-climb/
Banking
A Bank Bailout Some Won't Exit
http://online.wsj.com/article/SB10001424052748703431604575522242672430182.html?mod=dist_smartbrief
Equity Market
Hold Us to Death
http://www.bespokeinvest.com/thinkbig/2010/9/29/hold-us-to-death.html
Canceled IPOs are a big red flag
http://dealbook.blogs.nytimes.com/2010/09/30/a-warning-sign-in-canceled-i-p-o-s/
Sentiment/Options
Caveat Investor: One-Day Options
http://online.wsj.com/article/SB10001424052748703431604575522100862178516.html
The Options-Market Code
http://online.barrons.com/article/SB50001424052970204485204575521900136468986.html
Alternative Investments
What is the Carry Trade?
http://falkenblog.blogspot.com/2010/09/what-is-carry-trade.html
Other
Feedback: The Whole Truth (Almost)
http://www.aspire-cs.com/feedback-the-whole-truth-almost
Financial Statement Analysis: Recognizing Debt Overload
http://www.openforum.com/idea-hub/topics/money/article/financial-statement-analysis-recognizing-debt-overload-julie-rains
How to Plan for the Unexpected
http://www.openforum.com/idea-hub/topics/managing/article/how-to-plan-for-the-unexpected-anne-field
Innovation Economics: The Pie Must Get Bigger
http://www.huffingtonpost.com/buck-goldstein/the-pie-must-get-bigger_b_741180.html
How Does a Cupcake Company Rock the Inc. 500 List?
http://www.bnet.com/blog/entrepreneurs/how-does-a-cupcake-company-rock-the-inc-500-list/1298?tag=drawer-container;load-section-river
7 Easy Steps to Bootstrapping Success
http://www.inc.com/magazine/20101001/7-easy-steps-to-bootstrapping-success.html
4 Steps to Overcome Micro-Management
http://leadchangegroup.com/4-steps-overcome-micro-management/
Think in 100s
http://www.openforum.com/idea-hub/topics/innovation/article/think-in-100s-chris-brogan
The Other Social Network
http://www.slate.com/id/2269131
Thursday, September 30, 2010
Wednesday, September 29, 2010
Noteworthy Financial Stories for September 29, 2010
Real Estate
Home Prices Edge Up But Outlook Darkens
http://online.wsj.com/article/SB10001424052748703882404575519670510258774.html
More Retirement Plans Offering Real Estate, Data Show
http://www.reit.com/Articles/Survey-Says-Popularity-of-CRE-Rising-in-Retirement-Plans.aspx
High Hopes as Builders Bet on Skyscrapers
http://online.wsj.com/article/SB10001424052748704791004575520180767734498.html?mod=dist_smartbrief
Historic lows in mortgage rates fail to motivate buyers, owners
http://www.usatoday.com/money/economy/housing/2010-09-29-mortgage-refinancing_N.htm
Economy
Crisis panel head: How did Wall Street miss it?
http://money.cnn.com/2010/09/28/news/economy/financial_crisis_commission/index.htm
Neil Irwin explains how new Fed action would work
http://voices.washingtonpost.com/political-economy/2010/09/more_fed_action_how_would_it_w.html?wpisrc=nl_wonk
Banking
Meredith Whitney's new target: The states
http://finance.fortune.cnn.com/2010/09/28/meredith-whitneys-new-target-the-states/
Equity Market
John Paulson Says Buy Stocks, Sell Bonds
http://www.marketfolly.com/2010/09/john-paulson-says-buy-stocks-sell-bonds.html
Nic Lenoir Turns Bearish With Conviction
http://www.zerohedge.com/article/nic-lenoir-turns-bearish-conviction
Why A Market Defined By Apple Is A Symptom Of Something Very Wrong
http://www.zerohedge.com/article/why-market-defined-apple-symptom-something-very-wrong
Art Cashin On The "October Syndrome" And Broken Seasonal Patterns
http://www.zerohedge.com/article/art-cashin-october-syndrome-and-broken-seasonal-patterns
Credit Markets
Don't Let Talk of a Bubble Scare You Out of Bonds
http://seekingalpha.com/article/227533-don-t-let-talk-of-a-bubble-scare-you-out-of-bonds?source=feed
Sentiment/Options
St. Louis Feds Financial Stress Index
http://vixandmore.blogspot.com/2010/09/st-louis-feds-financial-stress-index.html
VIX Links
http://vixandmore.blogspot.com/search/label/links
Sentiment Primer
http://vixandmore.blogspot.com/2007/03/sentiment-primer-long.html
21st Sequential Weekly Outflow Confirms Investors Refuse To Be Suckered Into Stock Market
http://www.zerohedge.com/article/21st-weekly-outflow-confirms-investors-refuse-be-suckered-market
Alternative Investments
Global Tactical Asset Allocation Q4 Update: Commodities
http://www.zerohedge.com/article/global-tactical-asset-allocation-q4-update-commodities
Other
Start-up Odds of Survival Depend on Industry
http://smallbiztrends.com/2010/09/start-up-odds-osurvival-industry.html
Howdy, Partner: Teaming Up In Business
http://online.wsj.com/article/SB10001424052748704654004575518464221383100.html?mod=dist_smartbrief
How to determine if your idea is worth the effort
http://venturebeat.com/2010/09/27/how-to-determine-if-your-idea-is-worth-the-effort/
Twenty Traits That Make For A Successful Entrepreneur.
http://www.customerthink.com/blog/twenty_traits_that_make_for_a_successful_entrepreneur
Best Banks for Small Business Ranking
http://www.openforum.com/idea-hub/topics/money/article/best-banks-for-small-business-ranking-michael-periu
10 Most Common Excuses For NOT Making Ideas Happen
http://www.openforum.com/idea-hub/topics/managing/article/10-most-common-excuses-for-not-making-ideas-happen-behance-team
Crowdsourcing's Champions
http://www.fool.com/investing/general/2010/09/28/crowdsourcings-champions.aspx
Questions Can Help Resolve Prior Failure
http://www.businessweek.com/managing/content/sep2010/ca20100928_716384.htm
New School Metrics: The Impact of Social Media on Your Web Analytics
http://www.openforum.com/idea-hub/topics/technology/article/new-school-metrics-the-impact-of-social-media-on-your-web-analytics-lena-west
How to Make a Scene
http://www.entrepreneur.com/article/217325
10 Reasons I Drive a ‘92 Camry with Significant Body Damage
http://boss.blogs.nytimes.com/2010/09/28/10-reasons-i-drive-a-92-camry-with-significant-body-damage/?ref=smallbusiness
Home Prices Edge Up But Outlook Darkens
http://online.wsj.com/article/SB10001424052748703882404575519670510258774.html
More Retirement Plans Offering Real Estate, Data Show
http://www.reit.com/Articles/Survey-Says-Popularity-of-CRE-Rising-in-Retirement-Plans.aspx
High Hopes as Builders Bet on Skyscrapers
http://online.wsj.com/article/SB10001424052748704791004575520180767734498.html?mod=dist_smartbrief
Historic lows in mortgage rates fail to motivate buyers, owners
http://www.usatoday.com/money/economy/housing/2010-09-29-mortgage-refinancing_N.htm
Economy
Crisis panel head: How did Wall Street miss it?
http://money.cnn.com/2010/09/28/news/economy/financial_crisis_commission/index.htm
Neil Irwin explains how new Fed action would work
http://voices.washingtonpost.com/political-economy/2010/09/more_fed_action_how_would_it_w.html?wpisrc=nl_wonk
Banking
Meredith Whitney's new target: The states
http://finance.fortune.cnn.com/2010/09/28/meredith-whitneys-new-target-the-states/
Equity Market
John Paulson Says Buy Stocks, Sell Bonds
http://www.marketfolly.com/2010/09/john-paulson-says-buy-stocks-sell-bonds.html
Nic Lenoir Turns Bearish With Conviction
http://www.zerohedge.com/article/nic-lenoir-turns-bearish-conviction
Why A Market Defined By Apple Is A Symptom Of Something Very Wrong
http://www.zerohedge.com/article/why-market-defined-apple-symptom-something-very-wrong
Art Cashin On The "October Syndrome" And Broken Seasonal Patterns
http://www.zerohedge.com/article/art-cashin-october-syndrome-and-broken-seasonal-patterns
Credit Markets
Don't Let Talk of a Bubble Scare You Out of Bonds
http://seekingalpha.com/article/227533-don-t-let-talk-of-a-bubble-scare-you-out-of-bonds?source=feed
Sentiment/Options
St. Louis Feds Financial Stress Index
http://vixandmore.blogspot.com/2010/09/st-louis-feds-financial-stress-index.html
VIX Links
http://vixandmore.blogspot.com/search/label/links
Sentiment Primer
http://vixandmore.blogspot.com/2007/03/sentiment-primer-long.html
21st Sequential Weekly Outflow Confirms Investors Refuse To Be Suckered Into Stock Market
http://www.zerohedge.com/article/21st-weekly-outflow-confirms-investors-refuse-be-suckered-market
Alternative Investments
Global Tactical Asset Allocation Q4 Update: Commodities
http://www.zerohedge.com/article/global-tactical-asset-allocation-q4-update-commodities
Other
Start-up Odds of Survival Depend on Industry
http://smallbiztrends.com/2010/09/start-up-odds-osurvival-industry.html
Howdy, Partner: Teaming Up In Business
http://online.wsj.com/article/SB10001424052748704654004575518464221383100.html?mod=dist_smartbrief
How to determine if your idea is worth the effort
http://venturebeat.com/2010/09/27/how-to-determine-if-your-idea-is-worth-the-effort/
Twenty Traits That Make For A Successful Entrepreneur.
http://www.customerthink.com/blog/twenty_traits_that_make_for_a_successful_entrepreneur
Best Banks for Small Business Ranking
http://www.openforum.com/idea-hub/topics/money/article/best-banks-for-small-business-ranking-michael-periu
10 Most Common Excuses For NOT Making Ideas Happen
http://www.openforum.com/idea-hub/topics/managing/article/10-most-common-excuses-for-not-making-ideas-happen-behance-team
Crowdsourcing's Champions
http://www.fool.com/investing/general/2010/09/28/crowdsourcings-champions.aspx
Questions Can Help Resolve Prior Failure
http://www.businessweek.com/managing/content/sep2010/ca20100928_716384.htm
New School Metrics: The Impact of Social Media on Your Web Analytics
http://www.openforum.com/idea-hub/topics/technology/article/new-school-metrics-the-impact-of-social-media-on-your-web-analytics-lena-west
How to Make a Scene
http://www.entrepreneur.com/article/217325
10 Reasons I Drive a ‘92 Camry with Significant Body Damage
http://boss.blogs.nytimes.com/2010/09/28/10-reasons-i-drive-a-92-camry-with-significant-body-damage/?ref=smallbusiness
Tuesday, September 28, 2010
Noteworthy Financial Stories for September 28, 2010
Real Estate
Going for gold: REITs double investor inflow compared to precious metals
http://www.housingwire.com/2010/09/27/going-for-gold-reits-double-investor-inflow-compared-to-precious-metals
Vital Role of REIT Structure Validated
http://www.reit.com/Articles/Prudential-VP-Hauser-Discusses-the-Future-of-REITs.aspx
Economy
The Way Out of the Slump
http://www.nybooks.com/articles/archives/2010/oct/14/way-out-slump/
Avoiding another recession won't stabilize the economy: San Francisco Fed
http://www.housingwire.com/2010/09/27/avoiding-another-recession-wont-stabilize-the-economy-san-francisco-fed
Banking
HSBC Picks Boxer Turned Risk-Manager Gulliver as CEO
http://noir.bloomberg.com/apps/news?pid=20601087&sid=afHKc33Fc_OA&pos=2
What's the Matter With Wall Street?
http://online.wsj.com/article/SB10001424052748704082104575515853029748826.html?mod=dist_smartbrief
JPMorgan Prop Trading
http://dealbook.blogs.nytimes.com/2010/09/27/jpmorgan-is-shifting-its-prop-trading-desk/?ref=business
12 Ways Your Financial Statements Tell Lenders the Wrong Story
http://www.openforum.com/idea-hub/topics/money/article/12-ways-your-financial-statements-tell-lenders-the-wrong-story-kate-lister
Credit Markets
Fed Mulls New Bond Approach
http://online.wsj.com/article/SB10001424052748703694204575518222145769804.html?mod=dist_smartbrief
Other
Homo administrans
http://www.economist.com/node/17090697
Can't Diversify Your Business? It's Because You're an Addict
http://thoughtleadersllc.blogspot.com/2010/09/cant-diversify-your-business-its.html
Peter Thiel: Why Facebook Is Like Ford Motors In The 1920s
http://blogs.wsj.com/venturecapital/2010/09/27/peter-thiel-why-facebook-is-like-ford-motors-in-the-1920s/
Farmers with too much time on their hands – Amazing Corn Mazes
http://www.mentalfloss.com/blogs/archives/68826
Start-Ups 2010: Gourmet Ice Cream, Served From a Truck
http://www.inc.com/magazine/20101001/start-ups-2010-gourmet-ice-cream-served-from-a-truck.html
Credit Crunch Gives 'Microlending' a Boost
http://online.wsj.com/article/SB10001424052748703905604575514340314712872.html?mod=dist_smartbrief
Is exporting the best way for small businesses to expand?
http://www.usatoday.com/money/smallbusiness/2010-09-26-grow-your-business-by-exporting_N.htm
The taste of success
http://www.financialpost.com/entrepreneur/taste+success/3583373/story.html
Going for gold: REITs double investor inflow compared to precious metals
http://www.housingwire.com/2010/09/27/going-for-gold-reits-double-investor-inflow-compared-to-precious-metals
Vital Role of REIT Structure Validated
http://www.reit.com/Articles/Prudential-VP-Hauser-Discusses-the-Future-of-REITs.aspx
Economy
The Way Out of the Slump
http://www.nybooks.com/articles/archives/2010/oct/14/way-out-slump/
Avoiding another recession won't stabilize the economy: San Francisco Fed
http://www.housingwire.com/2010/09/27/avoiding-another-recession-wont-stabilize-the-economy-san-francisco-fed
Banking
HSBC Picks Boxer Turned Risk-Manager Gulliver as CEO
http://noir.bloomberg.com/apps/news?pid=20601087&sid=afHKc33Fc_OA&pos=2
What's the Matter With Wall Street?
http://online.wsj.com/article/SB10001424052748704082104575515853029748826.html?mod=dist_smartbrief
JPMorgan Prop Trading
http://dealbook.blogs.nytimes.com/2010/09/27/jpmorgan-is-shifting-its-prop-trading-desk/?ref=business
12 Ways Your Financial Statements Tell Lenders the Wrong Story
http://www.openforum.com/idea-hub/topics/money/article/12-ways-your-financial-statements-tell-lenders-the-wrong-story-kate-lister
Credit Markets
Fed Mulls New Bond Approach
http://online.wsj.com/article/SB10001424052748703694204575518222145769804.html?mod=dist_smartbrief
Other
Homo administrans
http://www.economist.com/node/17090697
Can't Diversify Your Business? It's Because You're an Addict
http://thoughtleadersllc.blogspot.com/2010/09/cant-diversify-your-business-its.html
Peter Thiel: Why Facebook Is Like Ford Motors In The 1920s
http://blogs.wsj.com/venturecapital/2010/09/27/peter-thiel-why-facebook-is-like-ford-motors-in-the-1920s/
Farmers with too much time on their hands – Amazing Corn Mazes
http://www.mentalfloss.com/blogs/archives/68826
Start-Ups 2010: Gourmet Ice Cream, Served From a Truck
http://www.inc.com/magazine/20101001/start-ups-2010-gourmet-ice-cream-served-from-a-truck.html
Credit Crunch Gives 'Microlending' a Boost
http://online.wsj.com/article/SB10001424052748703905604575514340314712872.html?mod=dist_smartbrief
Is exporting the best way for small businesses to expand?
http://www.usatoday.com/money/smallbusiness/2010-09-26-grow-your-business-by-exporting_N.htm
The taste of success
http://www.financialpost.com/entrepreneur/taste+success/3583373/story.html
Monday, September 27, 2010
Best Financial Stories for September 27, 2010
Real Estate
Sales of distressed properties will peak in 2011
http://www.housingwire.com/2010/09/27/monday-morning-cup-of-coffee-66
Economy
Recession's effects hit majority in U.S.
http://www.usatoday.com/money/economy/2010-09-27-recession27_ST_N.htm?loc=interstitialskip
Obama’s Stimulus Plan Made Economic Crisis Worse, Taleb Says
http://noir.bloomberg.com/apps/news?pid=20601010&sid=atQQooOUty4c
Foreign profits of U.S. firms could help at home, economists say
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/24/AR2010092406183.html?wpisrc=nl_wonk
Paul Krugman, incensed and insistent about our economic ills
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/26/AR2010092603342.html
Structure of Excuses
http://www.nytimes.com/2010/09/27/opinion/27krugman.html?wpisrc=nl_wonk
Mastering Innovative Leadership
http://www.greatleadershipbydan.com/2010/09/mastering-innovative-leadership.html
Banking
'Second Look': First Aid for Borrowers
http://online.wsj.com/article/SB10001424052748704062804575510302866961116.html?mod=dist_smartbrief
To Cut Costs and Fill Ranks, PNC Trains Own Advisors
http://www.bankinvestmentconsultant.com/news/pnc-advisors-2668922-1.html
Raters Ignored Proof of Unsafe Loans, Panel Is Told
http://www.nytimes.com/2010/09/27/business/27ratings.html?_r=1&ref=business
Rekindling the Urge to Merge
http://online.barrons.com/article/SB50001424052970204277704575508291090222902.html?mod=BOL_twm_fs#articleTabs_panel_article%3D1
Equity Market
Dow ‘Super Boom’ to Drive Average to 38,820 by 2025, Hirsch Says
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aRcK6Ix9n61A&pos=5
Will the Stock Market Lose Some Steam?
http://online.barrons.com/article/SB50001424052970204277704575508042260802572.html?mod=BOL_article_full_popview
Credit Markets
Bond Prognosis Weakens With ‘Rehab’ Recovery: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601103&sid=aoxOmRQaG5Nw
Fed Model for Treasuries Shows Diminishing Returns
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a7HJbqmgZ3Uo&pos=5
Sentiment/Options
Sentiment Overview: Week Of September 24th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-september-23rd-2010-4748.html
Insider Selling To Buying Surpasses 1,400-1
http://www.zerohedge.com/article/insider-selling-buying-surpasses-1400-1?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
Other
Spending More on Ads To Overcome a Slump
http://www.nytimes.com/2010/09/23/business/smallbusiness/23sbiz.html?_r=2&ref=smallbusiness
B-to-B Marketers Must Think Like Consumer Companies
http://www.forbes.com/2010/09/22/social-media-zappos-sap-branding-advertising-marketing-employees-marty-homlish-cmo-network.html
The SEO’s Handbook
http://www.quicksprout.com/2010/09/21/the-seos-handbook-53-resources-for-first-time-seos/
The Difference Between Your Accountant and Your Financial Planner
http://www.openforum.com/idea-hub/topics/money/article/the-difference-between-your-accountant-and-your-financial-planner-nora-dunn
6 things you need to have in your VC pitch
http://venturebeat.com/2010/09/23/6-things-you-need-to-have-in-your-vc-pitch/
Finding Surprises in the Small-Business Jobs Bill
http://boss.blogs.nytimes.com/2010/09/25/finding-surprises-in-the-small-business-jobs-bill/?ref=smallbusiness
Leveraging Fear and Failure
http://www.n2growth.com/blog/hows-your-attitude/
Five Powers that Get Ideas off the Ground
http://noir.bloomberg.com/apps/harvardbusiness?sid=Hc728659a5a63c777b5f970b75994c33d
6 Tips for Building a More Creative Company
http://www.mpdailyfix.com/6-tips-for-building-a-more-creative-company/#hide
Sales of distressed properties will peak in 2011
http://www.housingwire.com/2010/09/27/monday-morning-cup-of-coffee-66
Economy
Recession's effects hit majority in U.S.
http://www.usatoday.com/money/economy/2010-09-27-recession27_ST_N.htm?loc=interstitialskip
Obama’s Stimulus Plan Made Economic Crisis Worse, Taleb Says
http://noir.bloomberg.com/apps/news?pid=20601010&sid=atQQooOUty4c
Foreign profits of U.S. firms could help at home, economists say
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/24/AR2010092406183.html?wpisrc=nl_wonk
Paul Krugman, incensed and insistent about our economic ills
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/26/AR2010092603342.html
Structure of Excuses
http://www.nytimes.com/2010/09/27/opinion/27krugman.html?wpisrc=nl_wonk
Mastering Innovative Leadership
http://www.greatleadershipbydan.com/2010/09/mastering-innovative-leadership.html
Banking
'Second Look': First Aid for Borrowers
http://online.wsj.com/article/SB10001424052748704062804575510302866961116.html?mod=dist_smartbrief
To Cut Costs and Fill Ranks, PNC Trains Own Advisors
http://www.bankinvestmentconsultant.com/news/pnc-advisors-2668922-1.html
Raters Ignored Proof of Unsafe Loans, Panel Is Told
http://www.nytimes.com/2010/09/27/business/27ratings.html?_r=1&ref=business
Rekindling the Urge to Merge
http://online.barrons.com/article/SB50001424052970204277704575508291090222902.html?mod=BOL_twm_fs#articleTabs_panel_article%3D1
Equity Market
Dow ‘Super Boom’ to Drive Average to 38,820 by 2025, Hirsch Says
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aRcK6Ix9n61A&pos=5
Will the Stock Market Lose Some Steam?
http://online.barrons.com/article/SB50001424052970204277704575508042260802572.html?mod=BOL_article_full_popview
Credit Markets
Bond Prognosis Weakens With ‘Rehab’ Recovery: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601103&sid=aoxOmRQaG5Nw
Fed Model for Treasuries Shows Diminishing Returns
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a7HJbqmgZ3Uo&pos=5
Sentiment/Options
Sentiment Overview: Week Of September 24th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-september-23rd-2010-4748.html
Insider Selling To Buying Surpasses 1,400-1
http://www.zerohedge.com/article/insider-selling-buying-surpasses-1400-1?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
Other
Spending More on Ads To Overcome a Slump
http://www.nytimes.com/2010/09/23/business/smallbusiness/23sbiz.html?_r=2&ref=smallbusiness
B-to-B Marketers Must Think Like Consumer Companies
http://www.forbes.com/2010/09/22/social-media-zappos-sap-branding-advertising-marketing-employees-marty-homlish-cmo-network.html
The SEO’s Handbook
http://www.quicksprout.com/2010/09/21/the-seos-handbook-53-resources-for-first-time-seos/
The Difference Between Your Accountant and Your Financial Planner
http://www.openforum.com/idea-hub/topics/money/article/the-difference-between-your-accountant-and-your-financial-planner-nora-dunn
6 things you need to have in your VC pitch
http://venturebeat.com/2010/09/23/6-things-you-need-to-have-in-your-vc-pitch/
Finding Surprises in the Small-Business Jobs Bill
http://boss.blogs.nytimes.com/2010/09/25/finding-surprises-in-the-small-business-jobs-bill/?ref=smallbusiness
Leveraging Fear and Failure
http://www.n2growth.com/blog/hows-your-attitude/
Five Powers that Get Ideas off the Ground
http://noir.bloomberg.com/apps/harvardbusiness?sid=Hc728659a5a63c777b5f970b75994c33d
6 Tips for Building a More Creative Company
http://www.mpdailyfix.com/6-tips-for-building-a-more-creative-company/#hide
Friday, September 24, 2010
Noteworthy Financial Stories for September 24, 2010
Real Estate
JPMorgan to Sell Commercial-Mortgage Backed Securities
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aiIu2aY3ow54
Rental Situation Stabilizing, Some REITs Look Attractive
http://blogs.forbes.com/alexandrazendrian/2010/09/23/rents-arent-going-down-some-reits-look-attractive/?partner=yahootix
U.S. REITs Use Stock Sales to Grow After Paying Debt
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=axO5CBiL8nQE
Economy
Volcker Spares No One in Broad Critique
http://blogs.wsj.com/economics/2010/09/23/volcker-spares-no-one-in-broad-critique/
Downhill With the G.O.P.
http://www.nytimes.com/2010/09/24/opinion/24krugman.html?_r=1&wpisrc=nl_wonk
Banking
Banks Forsaking Lowest Yields in September Rush: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601103&sid=aAmRBWVtD.7Q
Equity Market
Yes, it may finally be time to get back into stocks
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/23/AR2010092306290.html
Are Stocks Overvalued By $4+ Trillion? Quantifying The Fed's Impact On The Stock Market
http://www.zerohedge.com/article/are-stocks-overvalued-4-trillion-quantifying-feds-impact-stock-market?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
Yield vs. Yield: Why Bonds and Dividend Stocks Are Not Interchangeable
http://seekingalpha.com/article/226634-yield-vs-yield-why-bonds-and-dividend-stocks-are-not-interchangeable?source=feed
Sentiment/Options
How to invest when the market is against you
http://www.marketwatch.com/story/how-to-invest-when-the-market-is-against-you-2010-09-23
The price of bear insurance
http://ftalphaville.ft.com/blog/2010/09/24/352461/the-price-of-bear-insurance/
Alternative Investments
GOLD, Stay Gold Johnny Boy
http://pointsandfigures.com/?p=3330
Other
How to Cold Call a Big Customer
http://www.inc.com/guides/2010/09/how-to-cold-call-a-big-customer.html
Stories declaring 'death of PR' are misguided
http://www.theglobeandmail.com/report-on-business/your-business/grow/mia-wedgbury/social-media-puts-public-back-in-public-relations/article1720127/
Microsoft Security Essentials Now Free for Businesses
http://www.pcmag.com/article2/0,2817,2369523,00.asp
The Characteristics Angel Investors Expect
http://www.openforum.com/idea-hub/topics/money/article/the-characteristics-angel-investors-expect-thursday-bram
Unstandardized Licensing Agreements
http://www.openforum.com/idea-hub/topics/innovation/article/unstandardized-licensing-agreements-scott-shane
Search Marketing as a Core Local Business Strategy
http://www.openforum.com/idea-hub/topics/marketing/article/search-marketing-as-a-core-local-business-strategy-john-jantsch
Social Media Report
https://www.netprospex.com/np/system/files/NetProspex_Social_Report_Fall2010.pdf
Is paint product a game changer?
http://blogs.reuters.com/small-business/2010/09/22/is-paint-product-a-game-changer/
How to Build a Bootstrapping Culture
http://www.inc.com/guides/2010/09/how-to-build-a-bootstrapping-culture.html
How to Make Sure Your Elevator Pitch Isn't a Downer
http://www.businessnewsdaily.com/tips-developing-elevator-pitches-0557/
Who’s More Successful: The Solo Visionary or the Consensus Builder?
http://www.bnet.com/blog/business-myths/who-8217s-more-successful-the-solo-visionary-or-the-consensus-builder/210?tag=drawer-container;load-section-river
JPMorgan to Sell Commercial-Mortgage Backed Securities
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=aiIu2aY3ow54
Rental Situation Stabilizing, Some REITs Look Attractive
http://blogs.forbes.com/alexandrazendrian/2010/09/23/rents-arent-going-down-some-reits-look-attractive/?partner=yahootix
U.S. REITs Use Stock Sales to Grow After Paying Debt
http://noir.bloomberg.com/apps/news?pid=newsarchive&sid=axO5CBiL8nQE
Economy
Volcker Spares No One in Broad Critique
http://blogs.wsj.com/economics/2010/09/23/volcker-spares-no-one-in-broad-critique/
Downhill With the G.O.P.
http://www.nytimes.com/2010/09/24/opinion/24krugman.html?_r=1&wpisrc=nl_wonk
Banking
Banks Forsaking Lowest Yields in September Rush: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601103&sid=aAmRBWVtD.7Q
Equity Market
Yes, it may finally be time to get back into stocks
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/23/AR2010092306290.html
Are Stocks Overvalued By $4+ Trillion? Quantifying The Fed's Impact On The Stock Market
http://www.zerohedge.com/article/are-stocks-overvalued-4-trillion-quantifying-feds-impact-stock-market?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
Yield vs. Yield: Why Bonds and Dividend Stocks Are Not Interchangeable
http://seekingalpha.com/article/226634-yield-vs-yield-why-bonds-and-dividend-stocks-are-not-interchangeable?source=feed
Sentiment/Options
How to invest when the market is against you
http://www.marketwatch.com/story/how-to-invest-when-the-market-is-against-you-2010-09-23
The price of bear insurance
http://ftalphaville.ft.com/blog/2010/09/24/352461/the-price-of-bear-insurance/
Alternative Investments
GOLD, Stay Gold Johnny Boy
http://pointsandfigures.com/?p=3330
Other
How to Cold Call a Big Customer
http://www.inc.com/guides/2010/09/how-to-cold-call-a-big-customer.html
Stories declaring 'death of PR' are misguided
http://www.theglobeandmail.com/report-on-business/your-business/grow/mia-wedgbury/social-media-puts-public-back-in-public-relations/article1720127/
Microsoft Security Essentials Now Free for Businesses
http://www.pcmag.com/article2/0,2817,2369523,00.asp
The Characteristics Angel Investors Expect
http://www.openforum.com/idea-hub/topics/money/article/the-characteristics-angel-investors-expect-thursday-bram
Unstandardized Licensing Agreements
http://www.openforum.com/idea-hub/topics/innovation/article/unstandardized-licensing-agreements-scott-shane
Search Marketing as a Core Local Business Strategy
http://www.openforum.com/idea-hub/topics/marketing/article/search-marketing-as-a-core-local-business-strategy-john-jantsch
Social Media Report
https://www.netprospex.com/np/system/files/NetProspex_Social_Report_Fall2010.pdf
Is paint product a game changer?
http://blogs.reuters.com/small-business/2010/09/22/is-paint-product-a-game-changer/
How to Build a Bootstrapping Culture
http://www.inc.com/guides/2010/09/how-to-build-a-bootstrapping-culture.html
How to Make Sure Your Elevator Pitch Isn't a Downer
http://www.businessnewsdaily.com/tips-developing-elevator-pitches-0557/
Who’s More Successful: The Solo Visionary or the Consensus Builder?
http://www.bnet.com/blog/business-myths/who-8217s-more-successful-the-solo-visionary-or-the-consensus-builder/210?tag=drawer-container;load-section-river
Thursday, September 23, 2010
Noteworthy Financial Stories for September 23, 2010
Real Estate
The Recession Has Ended; Someone Should Send the Memo to Tenants
http://www.costar.com/News/Article.aspx?id=532CC0276FF4D1DD64D924A7DC590C2A&ref=100&iid=199&cid=4551B02CF9EBB4A3FD8AA99C29554FD4
Bank Watch: Banks Continue Shrinking CRE Balances and Avoid New Lending
http://www.costar.com/news/Article.aspx?id=9A0D5F350C28F32FF70AE8DFBC84C4E7
Atlanta: The death spiral
http://www.bizjournals.com/atlanta/real_talk/2010/09/the_death_spiral.html?ana=e_du_pap
Economy
The Abysmal Track Record of Moody’s Mark Zandi
http://www.ritholtz.com/blog/2010/09/zandi/
Jack Bogle — The Failure of Capitalism, Double Dip Is a Reality
http://www.cnbc.com/id/39322197
Warren Buffett to CNBC: "We're Still In a Recession"
http://www.cnbc.com/id/39320992
The Chances Of A Double Dip
http://blogs.forbes.com/investor/2010/09/22/the-chances-of-a-double-dip/
Banking
Barclays's Diamond defends bank risk-taking
http://uk.reuters.com/article/idUKTRE68L3BN20100922
Equity Market
Why Massive Offshore Cash Parking Means Companies Have Access To Only A Fraction Of The Record Cash Stash
http://www.zerohedge.com/article/why-massive-offshore-cash-parking-means-companies-have-access-only-fraction-record-cash-stas
Hindenburg sighted… on Bloomberg
http://ftalphaville.ft.com/blog/2010/09/23/351051/hindenburg-sighted-on-bloomberg/
The power of the long term
http://www.economist.com/blogs/buttonwood/2010/09/real_returns_and_dividends
Marxism? Give me a break
http://www.economist.com/blogs/buttonwood/2010/09/politics_regulation_financial_markets_and_inequality
Sentiment/Options
CBOE vs CDS
http://ftalphaville.ft.com/blog/2010/09/22/350136/cboe-vs-cds/
Alternative Investments
Yes Paul, venture capital is about returns
http://finance.fortune.cnn.com/2010/09/22/yes-paul-venture-capital-is-about-returns/
Other
Is Brand Awareness the Number-One Social Media Goal?
http://smallbiztrends.com/2010/09/brand-awareness-social-media-goal.html
Search Marketing as a Core Local Business Strategy
http://www.openforum.com/idea-hub/topics/marketing/article/search-marketing-as-a-core-local-business-strategy-john-jantsch
Accidental entrepreneur learns ABCs of success with tutoring business
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/19/AR2010091903512.html
Five Ways To Build A Virtual Company
http://www.forbes.com/2010/09/21/how-to-build-a-virtual-company-entrepreneurs-technology-small-biz-toolkit-10.html?boxes=entrepreneurschannelinentre
3 things to look for when choosing your co-founders
http://venturebeat.com/2010/09/21/3-things-to-look-for-when-choosing-your-co-founders/
Celebrating the Start-up Entrepreneur
http://www.inc.com/articles/2010/08/ray-chan-startup-quote-interview.html
CEO Evaluation 3.0
http://www.directorship.com/ceo-evaluation-daniels/
Schwab: Most Clients Follow Advisors Who Go Independent
http://www.financial-planning.com/news/schwab-independent-RIA-transition-client-2668861-1.html
Don't Innovate Italian Soccer Style
http://blogs.hbr.org/cs/2010/09/dont_innovate_italian_soccer_s.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+harvardbusiness+%28HBR.org%29
The Recession Has Ended; Someone Should Send the Memo to Tenants
http://www.costar.com/News/Article.aspx?id=532CC0276FF4D1DD64D924A7DC590C2A&ref=100&iid=199&cid=4551B02CF9EBB4A3FD8AA99C29554FD4
Bank Watch: Banks Continue Shrinking CRE Balances and Avoid New Lending
http://www.costar.com/news/Article.aspx?id=9A0D5F350C28F32FF70AE8DFBC84C4E7
Atlanta: The death spiral
http://www.bizjournals.com/atlanta/real_talk/2010/09/the_death_spiral.html?ana=e_du_pap
Economy
The Abysmal Track Record of Moody’s Mark Zandi
http://www.ritholtz.com/blog/2010/09/zandi/
Jack Bogle — The Failure of Capitalism, Double Dip Is a Reality
http://www.cnbc.com/id/39322197
Warren Buffett to CNBC: "We're Still In a Recession"
http://www.cnbc.com/id/39320992
The Chances Of A Double Dip
http://blogs.forbes.com/investor/2010/09/22/the-chances-of-a-double-dip/
Banking
Barclays's Diamond defends bank risk-taking
http://uk.reuters.com/article/idUKTRE68L3BN20100922
Equity Market
Why Massive Offshore Cash Parking Means Companies Have Access To Only A Fraction Of The Record Cash Stash
http://www.zerohedge.com/article/why-massive-offshore-cash-parking-means-companies-have-access-only-fraction-record-cash-stas
Hindenburg sighted… on Bloomberg
http://ftalphaville.ft.com/blog/2010/09/23/351051/hindenburg-sighted-on-bloomberg/
The power of the long term
http://www.economist.com/blogs/buttonwood/2010/09/real_returns_and_dividends
Marxism? Give me a break
http://www.economist.com/blogs/buttonwood/2010/09/politics_regulation_financial_markets_and_inequality
Sentiment/Options
CBOE vs CDS
http://ftalphaville.ft.com/blog/2010/09/22/350136/cboe-vs-cds/
Alternative Investments
Yes Paul, venture capital is about returns
http://finance.fortune.cnn.com/2010/09/22/yes-paul-venture-capital-is-about-returns/
Other
Is Brand Awareness the Number-One Social Media Goal?
http://smallbiztrends.com/2010/09/brand-awareness-social-media-goal.html
Search Marketing as a Core Local Business Strategy
http://www.openforum.com/idea-hub/topics/marketing/article/search-marketing-as-a-core-local-business-strategy-john-jantsch
Accidental entrepreneur learns ABCs of success with tutoring business
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/19/AR2010091903512.html
Five Ways To Build A Virtual Company
http://www.forbes.com/2010/09/21/how-to-build-a-virtual-company-entrepreneurs-technology-small-biz-toolkit-10.html?boxes=entrepreneurschannelinentre
3 things to look for when choosing your co-founders
http://venturebeat.com/2010/09/21/3-things-to-look-for-when-choosing-your-co-founders/
Celebrating the Start-up Entrepreneur
http://www.inc.com/articles/2010/08/ray-chan-startup-quote-interview.html
CEO Evaluation 3.0
http://www.directorship.com/ceo-evaluation-daniels/
Schwab: Most Clients Follow Advisors Who Go Independent
http://www.financial-planning.com/news/schwab-independent-RIA-transition-client-2668861-1.html
Don't Innovate Italian Soccer Style
http://blogs.hbr.org/cs/2010/09/dont_innovate_italian_soccer_s.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+harvardbusiness+%28HBR.org%29
Wednesday, September 22, 2010
Noteworthy Financial Stories For September 22, 2010
Real Estate
CMBS Revival Marks Step Toward Recovery
http://online.wsj.com/article/SB10001424052748703399404575506110648952530.html?mod=dist_smartbrief
CRE investment gearing up, but analysts don't expect comeback until 2012
http://www.housingwire.com/2010/09/21/cre-investment-gearing-up-but-analysts-dont-expect-comeback-until-2012
U.S. Home Prices Fell 3.3% in July From Year Earlier
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aARESouPogLs&pos=1
CRE-failed bank nexus, ongoing…
http://ftalphaville.ft.com/blog/2010/09/22/349976/cre-failed-bank-nexus-ongoing/
Economy
Economists’ Reactions to Fed Statement
http://economix.blogs.nytimes.com/2010/09/21/economists-reactions-to-fed-statement/
Fed’s Inflation Concern Broadens Easing Rationale
http://noir.bloomberg.com/apps/news?pid=20601087&sid=axvLKEu.pINk&pos=3
Obama Loses U.S. Investor in Global Poll With Approval Abroad
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ad.JOxz9.xc4
All aboard the QE2 – double or quits
http://ftalphaville.ft.com/blog/2010/09/22/349391/all-aboard-the-qe2-double-or-quits/
Equity Market
Prechter Remains Bearish After His April 2010 Top Call
http://www.tradersnarrative.com/prechter-remains-bearish-after-his-april-2010-top-call-4749.html
S&P 500 Price vs Trading Range
http://www.bespokeinvest.com/thinkbig/2010/9/21/sp-500-price-vs-trading-range.html
Credit Markets
Default Rate Nears '08 Level
http://online.wsj.com/article/SB10001424052748703399404575506222148668414.html?mod=dist_smartbrief
Sentiment
Bullish Individual Investors Clash With Hedge Funds
http://www.businessweek.com/news/2010-09-21/bullish-individual-investors-clash-with-hedge-funds.html
That was then, now is now
http://www.marketwatch.com/story/greek-sovereign-debt-crisis-ten-months-later-2010-09-22
Yep, Mutual Fund Investors Still Fleeing U.S. Stocks
http://blogs.wsj.com/marketbeat/2010/09/22/yep-mutual-fund-investors-still-fleeing-us-stocks/
Alternative Investments
That Rumbling Sound Is the Dollar Giving Way
http://www.zerohedge.com/article/rumbling-sound-dollar-giving-way
How High Will Gold Go This Time?
http://www.tradersnarrative.com/how-high-will-gold-go-this-time-4746.html
Did nobody ever consider that indexing was dangerous?
http://ftalphaville.ft.com/blog/2010/09/22/349586/did-nobody-ever-consider-that-indexing-was-dangerous/
Other
Advisers vexed, confused by Dodd-Frank reform
http://www.investmentnews.com/article/20100921/FREE/100929978
Mobile Meditation: Mental Workout Has an App for That
http://www.businessnewsdaily.com/mental-workout-health-fitness-iphone-apps-0533/
Small Business Agency Awards $6M To Help Foster Business Clusters
http://online.wsj.com/article/BT-CO-20100920-710448.html?mod=WSJ_latestheadlines
A case study on luring investment angels
http://www.theglobeandmail.com/report-on-business/your-business/business-categories/the-pitch/a-case-study-on-luring-investment-angels/article1714387/
Knowing yourself key to start-up
http://www.bostonherald.com/business/general/view.bg?articleid=1282505&srvc=home&position=emailed
What's Wrong with 'Free'
http://www.businessweek.com/smallbiz/content/sep2010/sb20100921_826443.htm
The art (and science) of giving good feedback
http://smartblogs.com/workforce/2010/09/20/the-art-and-science-of-giving-good-feedback/
CMBS Revival Marks Step Toward Recovery
http://online.wsj.com/article/SB10001424052748703399404575506110648952530.html?mod=dist_smartbrief
CRE investment gearing up, but analysts don't expect comeback until 2012
http://www.housingwire.com/2010/09/21/cre-investment-gearing-up-but-analysts-dont-expect-comeback-until-2012
U.S. Home Prices Fell 3.3% in July From Year Earlier
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aARESouPogLs&pos=1
CRE-failed bank nexus, ongoing…
http://ftalphaville.ft.com/blog/2010/09/22/349976/cre-failed-bank-nexus-ongoing/
Economy
Economists’ Reactions to Fed Statement
http://economix.blogs.nytimes.com/2010/09/21/economists-reactions-to-fed-statement/
Fed’s Inflation Concern Broadens Easing Rationale
http://noir.bloomberg.com/apps/news?pid=20601087&sid=axvLKEu.pINk&pos=3
Obama Loses U.S. Investor in Global Poll With Approval Abroad
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ad.JOxz9.xc4
All aboard the QE2 – double or quits
http://ftalphaville.ft.com/blog/2010/09/22/349391/all-aboard-the-qe2-double-or-quits/
Equity Market
Prechter Remains Bearish After His April 2010 Top Call
http://www.tradersnarrative.com/prechter-remains-bearish-after-his-april-2010-top-call-4749.html
S&P 500 Price vs Trading Range
http://www.bespokeinvest.com/thinkbig/2010/9/21/sp-500-price-vs-trading-range.html
Credit Markets
Default Rate Nears '08 Level
http://online.wsj.com/article/SB10001424052748703399404575506222148668414.html?mod=dist_smartbrief
Sentiment
Bullish Individual Investors Clash With Hedge Funds
http://www.businessweek.com/news/2010-09-21/bullish-individual-investors-clash-with-hedge-funds.html
That was then, now is now
http://www.marketwatch.com/story/greek-sovereign-debt-crisis-ten-months-later-2010-09-22
Yep, Mutual Fund Investors Still Fleeing U.S. Stocks
http://blogs.wsj.com/marketbeat/2010/09/22/yep-mutual-fund-investors-still-fleeing-us-stocks/
Alternative Investments
That Rumbling Sound Is the Dollar Giving Way
http://www.zerohedge.com/article/rumbling-sound-dollar-giving-way
How High Will Gold Go This Time?
http://www.tradersnarrative.com/how-high-will-gold-go-this-time-4746.html
Did nobody ever consider that indexing was dangerous?
http://ftalphaville.ft.com/blog/2010/09/22/349586/did-nobody-ever-consider-that-indexing-was-dangerous/
Other
Advisers vexed, confused by Dodd-Frank reform
http://www.investmentnews.com/article/20100921/FREE/100929978
Mobile Meditation: Mental Workout Has an App for That
http://www.businessnewsdaily.com/mental-workout-health-fitness-iphone-apps-0533/
Small Business Agency Awards $6M To Help Foster Business Clusters
http://online.wsj.com/article/BT-CO-20100920-710448.html?mod=WSJ_latestheadlines
A case study on luring investment angels
http://www.theglobeandmail.com/report-on-business/your-business/business-categories/the-pitch/a-case-study-on-luring-investment-angels/article1714387/
Knowing yourself key to start-up
http://www.bostonherald.com/business/general/view.bg?articleid=1282505&srvc=home&position=emailed
What's Wrong with 'Free'
http://www.businessweek.com/smallbiz/content/sep2010/sb20100921_826443.htm
The art (and science) of giving good feedback
http://smartblogs.com/workforce/2010/09/20/the-art-and-science-of-giving-good-feedback/
Tuesday, September 21, 2010
Noteworthy Financial Stories for Sept 21
Real Estate
Commercial real estate prices near recession low in July: Moody's
http://www.housingwire.com/2010/09/20/commercial-real-estate-prices-near-recession-low-in-july-moodys
CMBS Revival Marks Step Toward Recovery
http://www.housingwire.com/2010/09/21/cmbs-revival-marks-step-toward-recovery
Economy
The US Has No Chance of Option 1… So That Leaves Options 2 or 3
http://www.zerohedge.com/article/us-has-no-chance-option-1%E2%80%A6-so-leaves-options-2-or-3
Education of a Trader
http://vixandmore.blogspot.com/2010/09/education-of-trader.html
Seven More Years of Hard Times?
http://www.project-syndicate.org/commentary/shiller73/English?wpisrc=nl_wonk
Fearing a soaring deficit, many analysts favor letting Bush tax cuts expire
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/20/AR2010092005699.html?wpisrc=nl_wonk
It's official: The Great Recession ended last summer
http://voices.washingtonpost.com/political-economy/2010/09/its_official_the_great_recessi.html?wpisrc=nl_wonk
European Bailout Fund Receives High Ratings
http://www.nytimes.com/2010/09/21/business/global/21euro.html?_r=1&wpisrc=nl_wonk
Worst Over in Global Poll Pointing to Reduced Market Returns
http://noir.bloomberg.com/apps/news?pid=20601087&sid=at9lQw9ZV6yQ&pos=1
New Deal's legacy responsible for today's economy?
http://www.csmonitor.com/Business/ThinkMarkets/2010/0920/New-Deal-s-legacy-responsible-for-today-s-economy
Fed Under Pressure Amid Confusion Over New Easing
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a5JeKlHD0NhY&pos=2
Banking
A Look Inside the Fed’s Balance Sheet
http://blogs.wsj.com/economics/2010/09/20/a-look-inside-the-feds-balance-sheet-4/
Equity Market
U.S. Loses No. 1 to Brazil-China-India Market in Investor Poll
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aMKH7s9LTgjQ&pos=5
Individual Investors May Be Coming Back to Stocks, Bespoke Says
http://noir.bloomberg.com/apps/news?pid=20603037&sid=asCLBIxBG1sU
"A Decade of Insanity": Bob Prechter's Tips for Investing in Extreme Markets
http://finance.yahoo.com/tech-ticker/article/535440/%22A-Decade-of-Insanity%22%3A-Bob-Prechters-Tips-for-Investing-in-Extreme-Markets
Credit Markets
Two-Year Yield Falls to Record Low, Stocks Fluctuate Before Fed
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aufnTjtvGsFI&pos=3
S&P 500 Rises on 75% of Fed Rate Days, Birinyi Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=a_Z31F7bhwNI
Sentiment/Options/MoneyFlow
Bullish Individuals Clash With Hedge Funds: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ac6QnpuA8fPs
Alternative Investments
Hedge Fund Closure Rate May Rise to 20%, Merrill Lynch Says
http://noir.bloomberg.com/apps/news?pid=20601014&sid=ac8S8Jc8VHfA
Other
Top 40 Innovation Bloggers of 2010
http://www.business-strategy-innovation.com/wordpress/2010/09/top-40-innovation-bloggers-of-2010-4/
The art (and science) of giving good feedback
http://smartblogs.com/workforce/2010/09/20/the-art-and-science-of-giving-good-feedback/
Managing the Future Workplace? Start Here.
http://online.wsj.com/article/SB10001424052748703470904575500252689709486.html?mod=dist_smartbrief
Four Lessons from the Google Instant Launch
http://www.businessweek.com/smallbiz/content/sep2010/sb20100917_550604.htm
Project Management Software That Brings Order To Chaos
http://www.forbes.com/2010/09/15/project-management-software-for-small-business-entrepreneurs-technology-gene-marks-small-biz-toolkit-10-software.html?boxes=entrepreneurschannelopinions
Venture Capital: It’s Not Just for Startups Anymore!
http://businessonmain.msn.com/browseresources/articles/fundingandcapital.aspx?cp-documentid=25253505
Ten Ways To Make Your Business More Creditworthy
http://www.bnet.com/blog/entrepreneurs/ten-ways-to-make-your-business-more-creditworthy/1240?tag=drawer-container;load-section-river
Commercial real estate prices near recession low in July: Moody's
http://www.housingwire.com/2010/09/20/commercial-real-estate-prices-near-recession-low-in-july-moodys
CMBS Revival Marks Step Toward Recovery
http://www.housingwire.com/2010/09/21/cmbs-revival-marks-step-toward-recovery
Economy
The US Has No Chance of Option 1… So That Leaves Options 2 or 3
http://www.zerohedge.com/article/us-has-no-chance-option-1%E2%80%A6-so-leaves-options-2-or-3
Education of a Trader
http://vixandmore.blogspot.com/2010/09/education-of-trader.html
Seven More Years of Hard Times?
http://www.project-syndicate.org/commentary/shiller73/English?wpisrc=nl_wonk
Fearing a soaring deficit, many analysts favor letting Bush tax cuts expire
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/20/AR2010092005699.html?wpisrc=nl_wonk
It's official: The Great Recession ended last summer
http://voices.washingtonpost.com/political-economy/2010/09/its_official_the_great_recessi.html?wpisrc=nl_wonk
European Bailout Fund Receives High Ratings
http://www.nytimes.com/2010/09/21/business/global/21euro.html?_r=1&wpisrc=nl_wonk
Worst Over in Global Poll Pointing to Reduced Market Returns
http://noir.bloomberg.com/apps/news?pid=20601087&sid=at9lQw9ZV6yQ&pos=1
New Deal's legacy responsible for today's economy?
http://www.csmonitor.com/Business/ThinkMarkets/2010/0920/New-Deal-s-legacy-responsible-for-today-s-economy
Fed Under Pressure Amid Confusion Over New Easing
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a5JeKlHD0NhY&pos=2
Banking
A Look Inside the Fed’s Balance Sheet
http://blogs.wsj.com/economics/2010/09/20/a-look-inside-the-feds-balance-sheet-4/
Equity Market
U.S. Loses No. 1 to Brazil-China-India Market in Investor Poll
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aMKH7s9LTgjQ&pos=5
Individual Investors May Be Coming Back to Stocks, Bespoke Says
http://noir.bloomberg.com/apps/news?pid=20603037&sid=asCLBIxBG1sU
"A Decade of Insanity": Bob Prechter's Tips for Investing in Extreme Markets
http://finance.yahoo.com/tech-ticker/article/535440/%22A-Decade-of-Insanity%22%3A-Bob-Prechters-Tips-for-Investing-in-Extreme-Markets
Credit Markets
Two-Year Yield Falls to Record Low, Stocks Fluctuate Before Fed
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aufnTjtvGsFI&pos=3
S&P 500 Rises on 75% of Fed Rate Days, Birinyi Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=a_Z31F7bhwNI
Sentiment/Options/MoneyFlow
Bullish Individuals Clash With Hedge Funds: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ac6QnpuA8fPs
Alternative Investments
Hedge Fund Closure Rate May Rise to 20%, Merrill Lynch Says
http://noir.bloomberg.com/apps/news?pid=20601014&sid=ac8S8Jc8VHfA
Other
Top 40 Innovation Bloggers of 2010
http://www.business-strategy-innovation.com/wordpress/2010/09/top-40-innovation-bloggers-of-2010-4/
The art (and science) of giving good feedback
http://smartblogs.com/workforce/2010/09/20/the-art-and-science-of-giving-good-feedback/
Managing the Future Workplace? Start Here.
http://online.wsj.com/article/SB10001424052748703470904575500252689709486.html?mod=dist_smartbrief
Four Lessons from the Google Instant Launch
http://www.businessweek.com/smallbiz/content/sep2010/sb20100917_550604.htm
Project Management Software That Brings Order To Chaos
http://www.forbes.com/2010/09/15/project-management-software-for-small-business-entrepreneurs-technology-gene-marks-small-biz-toolkit-10-software.html?boxes=entrepreneurschannelopinions
Venture Capital: It’s Not Just for Startups Anymore!
http://businessonmain.msn.com/browseresources/articles/fundingandcapital.aspx?cp-documentid=25253505
Ten Ways To Make Your Business More Creditworthy
http://www.bnet.com/blog/entrepreneurs/ten-ways-to-make-your-business-more-creditworthy/1240?tag=drawer-container;load-section-river
Noteworthy Financial Stories for Sept 18-20
Real Estate
REIT activity revives distressed market
http://www.hotelworldnetwork.com/real-estate-investment-trusts-reits/reit-activity-revives-distressed-market
Fate Of REITs May Hinge On Job Growth
http://www.investors.com/NewsAndAnalysis/Article/547480/201009161725/Fate-Of-REITs-May-Hinge-On-Job-Growth.aspx
Aftermath of commercial real estate downturn won't be easy, analysts say
http://www.dallasnews.com/sharedcontent/dws/bus/industries/commrealestate/stories/DN-distressed_17bus.ART.State.Edition1.26bf373.html
Commercial real estate experts say new sources of capital will emerge to get deals done
http://www.bizjournals.com/atlanta/stories/2010/09/20/focus1.html?b=1284955200^3966741&s=industry&i=commercial_real_estate
Childress saw big potential where others didn’t
http://www.bizjournals.com/atlanta/stories/2010/09/20/focus14.html?b=1284955200^3967501&s=industry&i=commercial_real_estate
Building boom in unhealthy market
http://www.bizjournals.com/baltimore/stories/2010/09/20/focus1.html?b=1284955200^3949541&s=industry&i=commercial_real_estate
Retail prices are bright spot in overall real estate decline
http://www.bizjournals.com/kansascity/stories/2010/09/20/focus4.html?b=1284955200^3955811&s=industry&i=commercial_real_estate
Foreclosure flurry: Brokers see more action with bank-owned properties
http://www.bizjournals.com/kansascity/stories/2010/09/20/focus1.html?b=1284955200^3954751&s=industry&i=commercial_real_estate
Companies spending green to build green, even in recession
http://albuquerque.bizjournals.com/albuquerque/stories/2010/09/20/focus1.html?b=1284955200^3959411&ana=e_vert
Economy
Study shows Recession ended 15 months ago
http://www.bizjournals.com/dayton/stories/2010/09/20/daily5.html?ana=e_du_pub
Consumer Sentiment in U.S. Unexpectedly Declines
http://noir.bloomberg.com/apps/news?pid=20601087&sid=arUZuRDNZtyM&pos=1
Inflation offers no excuses
http://ftalphaville.ft.com/blog/2010/09/17/346181/inflation-offers-no-excuses/
The Slump Goes On: Why?
http://www.nybooks.com/articles/archives/2010/sep/30/slump-goes-why/
13 Reasons We Are Not in a Depression
http://blogs.wsj.com/financial-adviser/2010/09/15/13-reasons-we-are-not-in-a-depression/?KEYWORDS=banks+profits+quarter
Wall Street’s Profit Engines Slow Down
http://www.nytimes.com/2010/09/20/business/20wall.html?_r=2&partner=rss&emc=rss
Banking
Malpractice at the Bernanke Federal Reserve
http://www.huffingtonpost.com/robert-auerbach/malpractice-at-the-bernan_b_714954.html
Why Basel III is not enough
http://www.housingwire.com/2010/09/17/why-basel-iii-is-not-enough
Equity Market
Treasury Secretary Timothy Geithner talks economy
http://www.usatoday.com/money/companies/management/bartiromo/2010-09-20-geithner20_CV_N.htm
Dow May Advance 23% by June on Economy, Acampora Says
http://noir.bloomberg.com/apps/news?pid=20603037&sid=ajDoGYYO52zM
Cheapest Stocks Fail to Lure Investors as Bullish Signs Mount
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aKRanqM4Zauk
Democrats Losing Senate Would Be Best for S&P 500, Birinyi Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aecCe10BL3zo
Goldman Sachs VIP List & Hedge Fund Trend Monitor: Stocks That Matter Most to Hedgies
http://www.marketfolly.com/2010/09/goldman-sachs-vip-list-hedge-fund-trend.html
Credit Markets
Bonds Can Boast Street's Only Mojo
http://online.wsj.com/article/SB10001424052748704416904575501951073990476.html?mod=dist_smartbrief
Bond Markets Get Riskier
http://online.wsj.com/article/SB10001424052748704416904575502181908674958.html?mod=dist_smartbrief
Six investing lessons from Lehman’s fall
http://www.marketwatch.com/story/six-investing-lessons-from-lehmans-fall-2010-09-15?siteid=nwhpf
Alternative Investments
Gold Rises to Record for Third Time This Week on Haven Demand
http://noir.bloomberg.com/apps/news?pid=20601010&sid=a7gtezEsQMs0
The 10 Biggest Myths About Gold
http://online.wsj.com/article/SB10001424052748704394704575496200661947896.html
Confidential To Any Hedge Fund Managers Looking To Distract Clients From Dismals Returns At Next Investor Dinner
http://dealbreaker.com/2010/09/confidential-to-any-hedge-fund-managers-looking-to-distract-clients-from-dismals-returns-at-next-investor-dinner/
Other
China, 1789 and potash
http://ftalphaville.ft.com/blog/2010/09/17/345981/china-1789-and-potash/
The Christie Example
http://online.wsj.com/article/SB10001424052748703904304575497841167571272.html?mod=dist_smartbrief
Six Elements Of Mental Toughness
http://www.forbes.com/2010/09/17/executive-mental-toughness-leadership-managing-athletes.html
Social Media: Slow And Steady vs. Fast And Shiny
http://www.customerthink.com/blog/social_media_slow_and_steady_vs_fast_and_shiny
Bootstrapping is not a bad word
http://www.crainsnewyork.com/article/20100919/SMALLBIZ/309199983
How Small Countries Out-Perform (Spoiler: It’s A Lot Like Startups)
http://techcrunch.com/2010/09/17/how-small-countries-out-perform-a-guide-spoiler-its-a-lot-like-startups/
5 Beautiful Tumblr Themes for Small Businesses
http://www.openforum.com/idea-hub/topics/technology/article/5-beautiful-tumblr-themes-for-small-businesses-christina-warren
Work-From-Home Help, Communities Abound
http://www.foxbusiness.com/story/home-office/work-home-help-communities-abound/
Plan Your Small-Business Startup at TheIdeaStartup
http://www.bnet.com/blog/businesstips/plan-your-small-business-startup-at-theideastartup/8913
Business Incubators: The Next Innovation Engine?
http://www.openforum.com/idea-hub/topics/innovation/article/business-incubators-the-next-innovation-engine-anita-campbell
REIT activity revives distressed market
http://www.hotelworldnetwork.com/real-estate-investment-trusts-reits/reit-activity-revives-distressed-market
Fate Of REITs May Hinge On Job Growth
http://www.investors.com/NewsAndAnalysis/Article/547480/201009161725/Fate-Of-REITs-May-Hinge-On-Job-Growth.aspx
Aftermath of commercial real estate downturn won't be easy, analysts say
http://www.dallasnews.com/sharedcontent/dws/bus/industries/commrealestate/stories/DN-distressed_17bus.ART.State.Edition1.26bf373.html
Commercial real estate experts say new sources of capital will emerge to get deals done
http://www.bizjournals.com/atlanta/stories/2010/09/20/focus1.html?b=1284955200^3966741&s=industry&i=commercial_real_estate
Childress saw big potential where others didn’t
http://www.bizjournals.com/atlanta/stories/2010/09/20/focus14.html?b=1284955200^3967501&s=industry&i=commercial_real_estate
Building boom in unhealthy market
http://www.bizjournals.com/baltimore/stories/2010/09/20/focus1.html?b=1284955200^3949541&s=industry&i=commercial_real_estate
Retail prices are bright spot in overall real estate decline
http://www.bizjournals.com/kansascity/stories/2010/09/20/focus4.html?b=1284955200^3955811&s=industry&i=commercial_real_estate
Foreclosure flurry: Brokers see more action with bank-owned properties
http://www.bizjournals.com/kansascity/stories/2010/09/20/focus1.html?b=1284955200^3954751&s=industry&i=commercial_real_estate
Companies spending green to build green, even in recession
http://albuquerque.bizjournals.com/albuquerque/stories/2010/09/20/focus1.html?b=1284955200^3959411&ana=e_vert
Economy
Study shows Recession ended 15 months ago
http://www.bizjournals.com/dayton/stories/2010/09/20/daily5.html?ana=e_du_pub
Consumer Sentiment in U.S. Unexpectedly Declines
http://noir.bloomberg.com/apps/news?pid=20601087&sid=arUZuRDNZtyM&pos=1
Inflation offers no excuses
http://ftalphaville.ft.com/blog/2010/09/17/346181/inflation-offers-no-excuses/
The Slump Goes On: Why?
http://www.nybooks.com/articles/archives/2010/sep/30/slump-goes-why/
13 Reasons We Are Not in a Depression
http://blogs.wsj.com/financial-adviser/2010/09/15/13-reasons-we-are-not-in-a-depression/?KEYWORDS=banks+profits+quarter
Wall Street’s Profit Engines Slow Down
http://www.nytimes.com/2010/09/20/business/20wall.html?_r=2&partner=rss&emc=rss
Banking
Malpractice at the Bernanke Federal Reserve
http://www.huffingtonpost.com/robert-auerbach/malpractice-at-the-bernan_b_714954.html
Why Basel III is not enough
http://www.housingwire.com/2010/09/17/why-basel-iii-is-not-enough
Equity Market
Treasury Secretary Timothy Geithner talks economy
http://www.usatoday.com/money/companies/management/bartiromo/2010-09-20-geithner20_CV_N.htm
Dow May Advance 23% by June on Economy, Acampora Says
http://noir.bloomberg.com/apps/news?pid=20603037&sid=ajDoGYYO52zM
Cheapest Stocks Fail to Lure Investors as Bullish Signs Mount
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aKRanqM4Zauk
Democrats Losing Senate Would Be Best for S&P 500, Birinyi Says
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aecCe10BL3zo
Goldman Sachs VIP List & Hedge Fund Trend Monitor: Stocks That Matter Most to Hedgies
http://www.marketfolly.com/2010/09/goldman-sachs-vip-list-hedge-fund-trend.html
Credit Markets
Bonds Can Boast Street's Only Mojo
http://online.wsj.com/article/SB10001424052748704416904575501951073990476.html?mod=dist_smartbrief
Bond Markets Get Riskier
http://online.wsj.com/article/SB10001424052748704416904575502181908674958.html?mod=dist_smartbrief
Six investing lessons from Lehman’s fall
http://www.marketwatch.com/story/six-investing-lessons-from-lehmans-fall-2010-09-15?siteid=nwhpf
Alternative Investments
Gold Rises to Record for Third Time This Week on Haven Demand
http://noir.bloomberg.com/apps/news?pid=20601010&sid=a7gtezEsQMs0
The 10 Biggest Myths About Gold
http://online.wsj.com/article/SB10001424052748704394704575496200661947896.html
Confidential To Any Hedge Fund Managers Looking To Distract Clients From Dismals Returns At Next Investor Dinner
http://dealbreaker.com/2010/09/confidential-to-any-hedge-fund-managers-looking-to-distract-clients-from-dismals-returns-at-next-investor-dinner/
Other
China, 1789 and potash
http://ftalphaville.ft.com/blog/2010/09/17/345981/china-1789-and-potash/
The Christie Example
http://online.wsj.com/article/SB10001424052748703904304575497841167571272.html?mod=dist_smartbrief
Six Elements Of Mental Toughness
http://www.forbes.com/2010/09/17/executive-mental-toughness-leadership-managing-athletes.html
Social Media: Slow And Steady vs. Fast And Shiny
http://www.customerthink.com/blog/social_media_slow_and_steady_vs_fast_and_shiny
Bootstrapping is not a bad word
http://www.crainsnewyork.com/article/20100919/SMALLBIZ/309199983
How Small Countries Out-Perform (Spoiler: It’s A Lot Like Startups)
http://techcrunch.com/2010/09/17/how-small-countries-out-perform-a-guide-spoiler-its-a-lot-like-startups/
5 Beautiful Tumblr Themes for Small Businesses
http://www.openforum.com/idea-hub/topics/technology/article/5-beautiful-tumblr-themes-for-small-businesses-christina-warren
Work-From-Home Help, Communities Abound
http://www.foxbusiness.com/story/home-office/work-home-help-communities-abound/
Plan Your Small-Business Startup at TheIdeaStartup
http://www.bnet.com/blog/businesstips/plan-your-small-business-startup-at-theideastartup/8913
Business Incubators: The Next Innovation Engine?
http://www.openforum.com/idea-hub/topics/innovation/article/business-incubators-the-next-innovation-engine-anita-campbell
Thursday, September 16, 2010
Noteworthy Financial Stories for September 16, 2010
Real Estate
Pent-up CRE investors targeting quality commercial properties: PwC
http://www.housingwire.com/2010/09/15/pent-up-cre-investors-targeting-quality-commercial-properties-pwc
Best Practices in Distress Investing: No Single Strategy Fits All
http://www.costar.com/news/Article.aspx?id=3589FA335CD0CC91018D99672E87FC4A
Foreign Investors Hover Over U.S. Real Estate, But Few Swoop In
http://www.costar.com/news/Article.aspx?id=D0D06D43B31BE821ADFA6955B4C2EAEA
Record Loan Resolutions Stem Climb in CMBS Delinquencies
http://www.costar.com/news/Article.aspx?id=72C6CD32AB31794A8344165311FE4245
What Can We Expect for Real Estate?
http://www.advisorone.com/article/what-can-we-expect-real-estate
Economy
Chase economist sees 'positive' signs in economy
http://www.bizjournals.com/dayton/stories/2010/09/13/daily38.html?ana=e_du_pub
Tough choices taking shape for Bernanke, Fed
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/15/AR2010091507224.html
Banking
Fifth Third a buyout target, analyst says
http://www.bizjournals.com/cincinnati/blog/2010/09/fifth_third_a_buyout_target_analyst_says.html?ana=e_du_pub
Credit Markets
Stocks vs Bonds & Risk vs Reward: Value & Risk in the Eye of the Beholder
http://www.marketfolly.com/2010/09/stocks-vs-bonds-risk-vs-reward-value.html#ixzz0zkWkS3CM
Equity Market
Marc Faber Outlook
http://www.investmentpostcards.com/2010/09/15/marc-faber-stock-markets-in-a-trading-range/
Equity Risk Premium 'Exceptionally Large' & Investors Shun Stocks: Jeff Saut
http://www.marketfolly.com/2010/09/equity-risk-premium-exceptionally-large.html
Election Year Seasonality to Turbo-Boost Stock Market
http://www.tradersnarrative.com/election-year-seasonality-to-turbo-boost-stock-market-4714.html
Sentiment/Options/MoneyFlow
The Investor Sentiment Cycle
http://www.kirkreport.com/2010/09/16/the-investor-sentiment-cycle/
Important Lessons From Market Internals Now and the Prior Two Rallies into Resistance
http://blog.afraidtotrade.com/important-lessons-from-market-internals-now-and-the-prior-two-rallies-into-resistance/
Alternative Investments
Gold to hit $1,350 by year-end?
http://www.bizjournals.com/southflorida/blog/2010/09/gold_to_hit_1350_by_year-end.html?ana=e_du_pub
Other
An American innovation in light bulbs, but will manufacturing stay in the U.S.?
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/15/AR2010091507173.html?wpisrc=nl_wonk
Study Finds Public Workers Make Less
http://blogs.wsj.com/washwire/2010/09/15/study-finds-public-workers-make-less/
Greenspan: Fiscal Stimulus Worked Far Less Than Expected
http://blogs.wsj.com/economics/2010/09/15/greenspan-fiscal-stimulus-worked-far-less-than-expected/
Hey Boomers: Leave Some Money to the Government
http://www.theatlantic.com/business/archive/2010/09/dont-tax-boomers-let-them-give-to-government-charity/63046/?wpisrc=nl_wonk
Pent-up CRE investors targeting quality commercial properties: PwC
http://www.housingwire.com/2010/09/15/pent-up-cre-investors-targeting-quality-commercial-properties-pwc
Best Practices in Distress Investing: No Single Strategy Fits All
http://www.costar.com/news/Article.aspx?id=3589FA335CD0CC91018D99672E87FC4A
Foreign Investors Hover Over U.S. Real Estate, But Few Swoop In
http://www.costar.com/news/Article.aspx?id=D0D06D43B31BE821ADFA6955B4C2EAEA
Record Loan Resolutions Stem Climb in CMBS Delinquencies
http://www.costar.com/news/Article.aspx?id=72C6CD32AB31794A8344165311FE4245
What Can We Expect for Real Estate?
http://www.advisorone.com/article/what-can-we-expect-real-estate
Economy
Chase economist sees 'positive' signs in economy
http://www.bizjournals.com/dayton/stories/2010/09/13/daily38.html?ana=e_du_pub
Tough choices taking shape for Bernanke, Fed
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/15/AR2010091507224.html
Banking
Fifth Third a buyout target, analyst says
http://www.bizjournals.com/cincinnati/blog/2010/09/fifth_third_a_buyout_target_analyst_says.html?ana=e_du_pub
Credit Markets
Stocks vs Bonds & Risk vs Reward: Value & Risk in the Eye of the Beholder
http://www.marketfolly.com/2010/09/stocks-vs-bonds-risk-vs-reward-value.html#ixzz0zkWkS3CM
Equity Market
Marc Faber Outlook
http://www.investmentpostcards.com/2010/09/15/marc-faber-stock-markets-in-a-trading-range/
Equity Risk Premium 'Exceptionally Large' & Investors Shun Stocks: Jeff Saut
http://www.marketfolly.com/2010/09/equity-risk-premium-exceptionally-large.html
Election Year Seasonality to Turbo-Boost Stock Market
http://www.tradersnarrative.com/election-year-seasonality-to-turbo-boost-stock-market-4714.html
Sentiment/Options/MoneyFlow
The Investor Sentiment Cycle
http://www.kirkreport.com/2010/09/16/the-investor-sentiment-cycle/
Important Lessons From Market Internals Now and the Prior Two Rallies into Resistance
http://blog.afraidtotrade.com/important-lessons-from-market-internals-now-and-the-prior-two-rallies-into-resistance/
Alternative Investments
Gold to hit $1,350 by year-end?
http://www.bizjournals.com/southflorida/blog/2010/09/gold_to_hit_1350_by_year-end.html?ana=e_du_pub
Other
An American innovation in light bulbs, but will manufacturing stay in the U.S.?
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/15/AR2010091507173.html?wpisrc=nl_wonk
Study Finds Public Workers Make Less
http://blogs.wsj.com/washwire/2010/09/15/study-finds-public-workers-make-less/
Greenspan: Fiscal Stimulus Worked Far Less Than Expected
http://blogs.wsj.com/economics/2010/09/15/greenspan-fiscal-stimulus-worked-far-less-than-expected/
Hey Boomers: Leave Some Money to the Government
http://www.theatlantic.com/business/archive/2010/09/dont-tax-boomers-let-them-give-to-government-charity/63046/?wpisrc=nl_wonk
Wednesday, September 15, 2010
Noteworthy Financial Stories Sep 15, 2010
Real Estate
REITs continue to thrive in low-interest rate environment
http://www.thestreet.com/story/10861008/1/10-top-ranked-high-yield-reits.html?cm_ven=GOOGLEFI
Recapitalized REITs are eyeing acquisitions
http://www.cnbc.com/id/39156889
Hotel Prices Low but Rising
http://www.travelagentcentral.com/trends-research/hotel-prices-low-rising-23573
1990 Newsweek Cover: The Real Estate BUST
http://www.ritholtz.com/blog/2010/09/1990-newsweek-cover-the-real-estate-bust/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29
10 Reasons To Buy a Home
http://www.marketwatch.com/story/10-reasons-to-buy-a-home-2010-09-15
Economy
Senate Republicans unveil a plan to make Bush tax cuts permanent
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/14/AR2010091406838.html?wpisrc=nl_wonk
Obstacle to Deficit Cutting: A Nation on Entitlements
http://online.wsj.com/article/SB10001424052748703791804575439732358241708.html?wpisrc=nl_wonk
Banking
Another Lehman will come — and should fail too
http://blogs.reuters.com/columns/2010/09/14/another-lehman-will-come-and-should-fail-too/
Financial reforms leave room for improvement, experts say
http://www.dw-world.de/dw/article/0,,6003659,00.html
Banks bounce back, but can they handle next crisis?
http://www.usatoday.com/money/industries/banking/2010-09-15-banks15_CV_N.htm
Dimon: Financial Overhaul Will Drive Up Customer Costs
http://online.wsj.com/article/SB10001424052748703376504575491920305475624.html?mod=dist_smartbrief
Equity Market
TrimTabs, BofA Merrill Lynch get bullish on U.S./Europe equities
http://www.housingwire.com/2010/09/14/trimtabs-bofa-merrill-lynch-get-bullish-on-u-s-europe-equities
REITs continue to thrive in low-interest rate environment
http://www.thestreet.com/story/10861008/1/10-top-ranked-high-yield-reits.html?cm_ven=GOOGLEFI
Recapitalized REITs are eyeing acquisitions
http://www.cnbc.com/id/39156889
Hotel Prices Low but Rising
http://www.travelagentcentral.com/trends-research/hotel-prices-low-rising-23573
1990 Newsweek Cover: The Real Estate BUST
http://www.ritholtz.com/blog/2010/09/1990-newsweek-cover-the-real-estate-bust/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29
10 Reasons To Buy a Home
http://www.marketwatch.com/story/10-reasons-to-buy-a-home-2010-09-15
Economy
Senate Republicans unveil a plan to make Bush tax cuts permanent
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/14/AR2010091406838.html?wpisrc=nl_wonk
Obstacle to Deficit Cutting: A Nation on Entitlements
http://online.wsj.com/article/SB10001424052748703791804575439732358241708.html?wpisrc=nl_wonk
Banking
Another Lehman will come — and should fail too
http://blogs.reuters.com/columns/2010/09/14/another-lehman-will-come-and-should-fail-too/
Financial reforms leave room for improvement, experts say
http://www.dw-world.de/dw/article/0,,6003659,00.html
Banks bounce back, but can they handle next crisis?
http://www.usatoday.com/money/industries/banking/2010-09-15-banks15_CV_N.htm
Dimon: Financial Overhaul Will Drive Up Customer Costs
http://online.wsj.com/article/SB10001424052748703376504575491920305475624.html?mod=dist_smartbrief
Equity Market
TrimTabs, BofA Merrill Lynch get bullish on U.S./Europe equities
http://www.housingwire.com/2010/09/14/trimtabs-bofa-merrill-lynch-get-bullish-on-u-s-europe-equities
Tuesday, September 14, 2010
Noteworthy Financial Stories For Sep 14, 2010
Real Estate
JPMorgan analysts bearish on housing recovery
http://www.housingwire.com/2010/09/13/jpmorgan-analysts-bearish-on-housing-recovery
50 Years of REITS
http://www.reit.com/AboutREITs/50YearsofREITs.aspx
REITs outperform Barclays expectations, long term outlook positive
http://www.housingwire.com/2010/09/13/reits-outperform-barclays-expectations-long-term-outlook-positive
A Tale Of Home Prices Told Through The Cover Pages Of TIME Magazine
http://www.ritholtz.com/blog/2010/09/a-tale-of-home-prices-told-through-the-cover-pages-of-time-magazine/
Economy
BofA's Moynihan sees 25% chance of double dip recession
http://www.housingwire.com/2010/09/13/bofas-moynihan-sees-25-chance-of-double-dip-recession
PNC economist: No double-dip recession
http://www.bizjournals.com/stlouis/blog/2010/09/pnc_commercial_real_estate_to_drag_economy_down.html?ana=e_du_pub
No double-dip recession, says BNY Mellon economist
http://www.bizjournals.com/pittsburgh/stories/2010/09/13/daily9.html?ana=e_du_pub
Bernanke 2011 Outlook May Swing Fed Decision on Bond Purchases
http://noir.bloomberg.com/apps/news?pid=20601015&sid=aYquxwbjchHA
Market slightly less worried about a double dip
http://seekingalpha.com/article/224960-market-slightly-less-worried-about-a-double-dip
Impulse Response
http://www.hussmanfunds.com/wmc/wmc100913.htm
Morgan Stanley Expects QE2 Announcement Next Week, Takes Other Side Of Goldman's "Variance Swap" Trade
http://www.zerohedge.com/article/morgan-stanley-expects-qe2-announcement-next-week-takes-other-side-goldmans-variance-swap-tr
Banking
More banks missing TARP dividend payments
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/13/AR2010091306283.html?wpisrc=nl_wonk
BB&T to sell $1B in bad loans
http://www.bizjournals.com/triad/stories/2010/09/13/daily12.html?ana=e_du_pub
Equity Market
Stock Rally May Stall After Short Covering: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ardAJpCONCKg
Missing Best & Worst Days of S&P500
http://www.ritholtz.com/blog/2010/09/missing-best-worst-days-of-sp500/
Market Still Deluding Itself That It Can Escape The Inevitable Dénouement
http://www.ritholtz.com/blog/2010/09/market-still-deluding-itself-that-it-can-escape-the-inevitable-denouement/
Sentiment/Options/MoneyFlow
VIX Futures
http://vixandmore.blogspot.com/2010/09/vix-futures-what-wereare-they-thinking.html
Gallup Confirms Consumer Confidence Deteriorates Despite Recent Move Higher In Stocks
http://www.zerohedge.com/article/gallup-confirms-consumer-confidence-deteriorates-despite-recent-move-higher-stocks
Sentiment Overview: Week Of September 10th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-september-10th-2010-4672.html
Poll Shows Investors Distrust
http://www.crossingwallstreet.com/archives/2010/09/poll_shows_inve.html
AP-CNBC Poll: Investors wary of stock trading
http://news.yahoo.com/s/ap/20100914/ap_on_bi_ge/us_ap_cnbc_poll_investors
Do Implied Volatilities Predict Stock Returns?
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1670909
The Folly of Tracking Investor Sentiment
http://bucks.blogs.nytimes.com/2010/09/13/the-folly-of-tracking-investor-sentiment/
Alternative Investments
German Investor Confidence Falls to 19-Month Low
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a6j5FE68gaXI&pos=3
A Pox on Both Angels and Institutional VCs. Let's Talk Cash Flow.
http://paul.kedrosky.com/archives/2010/09/a_pox_on_both_a.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+InfectiousGreed+%28Paul+Kedrosky%27s+Infectious+Greed%29
World FX Heatmap: Dollar Bloodbath
http://www.zerohedge.com/article/world-fx-heatmap-dollar-bloodbath
Spot Gold Surges To Fresh All Time Record Of $1,266
http://www.zerohedge.com/article/spot-gold-surges-fresh-all-time-record-1266
Other
SEC Second Guesses Trading Crusade as Market Makers Disappear
http://noir.bloomberg.com/apps/news?pid=20601010&sid=amUfMuMGP9XM
Small-Business Index in U.S. Increases for First Time Since May
http://noir.bloomberg.com/apps/news?pid=20601068&sid=a.VeLtphvPyE
Reich Foresees ‘Phantom Recoveries,’ Revolt Against Rich: Books
http://noir.bloomberg.com/apps/news?pid=20601088&sid=a2P3bU8UtjKc
World Hunger to Decline for First Time in 15 Years
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aZ2UF2ZQUa08
Guest Post: “Shut-up And Eat Your Paint Chips, Kid” – Miseducating America
http://www.zerohedge.com/article/guest-post-%E2%80%9Cshut-and-eat-your-paint-chips-kid%E2%80%9D-%E2%80%93-miseducating-america?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
QE Adverse Side Effect #1: Corporate Pension Underfunding Hits Record $460 Billion Deficit, A $108 Billion Deterioration IN ONE MONTH
http://www.zerohedge.com/article/qe-adverse-side-effect-1-corporate-pension-underfunding-hits-record-460-billion-deficit-108-
Is Everyone Bored Of Nouriel Roubini This Time Around?
Read more: http://www.businessinsider.com/let-the-dr-doom-backlash-begin-2010-9#ixzz0zXZUpjmx
A Walk Along Stone’s Wall Street
http://www.nytimes.com/2010/09/14/business/14sorkin.html?_r=1
JPMorgan analysts bearish on housing recovery
http://www.housingwire.com/2010/09/13/jpmorgan-analysts-bearish-on-housing-recovery
50 Years of REITS
http://www.reit.com/AboutREITs/50YearsofREITs.aspx
REITs outperform Barclays expectations, long term outlook positive
http://www.housingwire.com/2010/09/13/reits-outperform-barclays-expectations-long-term-outlook-positive
A Tale Of Home Prices Told Through The Cover Pages Of TIME Magazine
http://www.ritholtz.com/blog/2010/09/a-tale-of-home-prices-told-through-the-cover-pages-of-time-magazine/
Economy
BofA's Moynihan sees 25% chance of double dip recession
http://www.housingwire.com/2010/09/13/bofas-moynihan-sees-25-chance-of-double-dip-recession
PNC economist: No double-dip recession
http://www.bizjournals.com/stlouis/blog/2010/09/pnc_commercial_real_estate_to_drag_economy_down.html?ana=e_du_pub
No double-dip recession, says BNY Mellon economist
http://www.bizjournals.com/pittsburgh/stories/2010/09/13/daily9.html?ana=e_du_pub
Bernanke 2011 Outlook May Swing Fed Decision on Bond Purchases
http://noir.bloomberg.com/apps/news?pid=20601015&sid=aYquxwbjchHA
Market slightly less worried about a double dip
http://seekingalpha.com/article/224960-market-slightly-less-worried-about-a-double-dip
Impulse Response
http://www.hussmanfunds.com/wmc/wmc100913.htm
Morgan Stanley Expects QE2 Announcement Next Week, Takes Other Side Of Goldman's "Variance Swap" Trade
http://www.zerohedge.com/article/morgan-stanley-expects-qe2-announcement-next-week-takes-other-side-goldmans-variance-swap-tr
Banking
More banks missing TARP dividend payments
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/13/AR2010091306283.html?wpisrc=nl_wonk
BB&T to sell $1B in bad loans
http://www.bizjournals.com/triad/stories/2010/09/13/daily12.html?ana=e_du_pub
Equity Market
Stock Rally May Stall After Short Covering: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ardAJpCONCKg
Missing Best & Worst Days of S&P500
http://www.ritholtz.com/blog/2010/09/missing-best-worst-days-of-sp500/
Market Still Deluding Itself That It Can Escape The Inevitable Dénouement
http://www.ritholtz.com/blog/2010/09/market-still-deluding-itself-that-it-can-escape-the-inevitable-denouement/
Sentiment/Options/MoneyFlow
VIX Futures
http://vixandmore.blogspot.com/2010/09/vix-futures-what-wereare-they-thinking.html
Gallup Confirms Consumer Confidence Deteriorates Despite Recent Move Higher In Stocks
http://www.zerohedge.com/article/gallup-confirms-consumer-confidence-deteriorates-despite-recent-move-higher-stocks
Sentiment Overview: Week Of September 10th, 2010
http://www.tradersnarrative.com/sentiment-overview-week-of-september-10th-2010-4672.html
Poll Shows Investors Distrust
http://www.crossingwallstreet.com/archives/2010/09/poll_shows_inve.html
AP-CNBC Poll: Investors wary of stock trading
http://news.yahoo.com/s/ap/20100914/ap_on_bi_ge/us_ap_cnbc_poll_investors
Do Implied Volatilities Predict Stock Returns?
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1670909
The Folly of Tracking Investor Sentiment
http://bucks.blogs.nytimes.com/2010/09/13/the-folly-of-tracking-investor-sentiment/
Alternative Investments
German Investor Confidence Falls to 19-Month Low
http://noir.bloomberg.com/apps/news?pid=20601087&sid=a6j5FE68gaXI&pos=3
A Pox on Both Angels and Institutional VCs. Let's Talk Cash Flow.
http://paul.kedrosky.com/archives/2010/09/a_pox_on_both_a.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+InfectiousGreed+%28Paul+Kedrosky%27s+Infectious+Greed%29
World FX Heatmap: Dollar Bloodbath
http://www.zerohedge.com/article/world-fx-heatmap-dollar-bloodbath
Spot Gold Surges To Fresh All Time Record Of $1,266
http://www.zerohedge.com/article/spot-gold-surges-fresh-all-time-record-1266
Other
SEC Second Guesses Trading Crusade as Market Makers Disappear
http://noir.bloomberg.com/apps/news?pid=20601010&sid=amUfMuMGP9XM
Small-Business Index in U.S. Increases for First Time Since May
http://noir.bloomberg.com/apps/news?pid=20601068&sid=a.VeLtphvPyE
Reich Foresees ‘Phantom Recoveries,’ Revolt Against Rich: Books
http://noir.bloomberg.com/apps/news?pid=20601088&sid=a2P3bU8UtjKc
World Hunger to Decline for First Time in 15 Years
http://noir.bloomberg.com/apps/news?pid=20601012&sid=aZ2UF2ZQUa08
Guest Post: “Shut-up And Eat Your Paint Chips, Kid” – Miseducating America
http://www.zerohedge.com/article/guest-post-%E2%80%9Cshut-and-eat-your-paint-chips-kid%E2%80%9D-%E2%80%93-miseducating-america?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29
QE Adverse Side Effect #1: Corporate Pension Underfunding Hits Record $460 Billion Deficit, A $108 Billion Deterioration IN ONE MONTH
http://www.zerohedge.com/article/qe-adverse-side-effect-1-corporate-pension-underfunding-hits-record-460-billion-deficit-108-
Is Everyone Bored Of Nouriel Roubini This Time Around?
Read more: http://www.businessinsider.com/let-the-dr-doom-backlash-begin-2010-9#ixzz0zXZUpjmx
A Walk Along Stone’s Wall Street
http://www.nytimes.com/2010/09/14/business/14sorkin.html?_r=1
Monday, September 13, 2010
Noteworthy Financial Stories for September 13
Real Estate
CB Richard Ellis forecasts incremental rebound for commercial real estate
http://www.latimes.com/business/la-fi-cbre-20100913,0,7588093.story
Higher-quality CMBS trading revives this week: BarCap
http://www.housingwire.com/2010/09/10/higher-quality-cmbs-trading-revives-this-week-barcap
Moody's continues to downgrade RMBS
http://www.housingwire.com/2010/09/10/moodys-continues-to-downgrade-rmbs
Troubled commercial loans may be near the peak: Real Capital
http://www.housingwire.com/2010/09/10/troubled-commercial-loans-may-be-near-the-peak-real-capital
Appraisals more art than science in illiquid market
http://www.bizjournals.com/charlotte/stories/2010/09/13/focus5.html?b=1284350400^3916971&s=industry&i=resi_real_estate
Looking for hopeful signs
http://www.bizjournals.com/charlotte/stories/2010/09/13/focus1.html?b=1284350400^3916931&s=industry&i=resi_real_estate
Construction industry needs jumpstart during downturn
http://www.bizjournals.com/dayton/stories/2010/09/13/editorial1.html?b=1284350400^3919701&s=industry&i=commercial_real_estate
Houston real estate brokers staying positive amid change
http://www.bizjournals.com/houston/stories/2010/09/13/focus1.html?b=1284350400^3916001&s=industry&i=commercial_real_estate
Houston office market may still have bumps ahead
http://www.bizjournals.com/houston/stories/2010/09/13/focus2.html?b=1284350400^3916031&s=industry&i=commercial_real_estate
Dayton: Construction industry needs jumpstart during downturn
http://www.bizjournals.com/dayton/stories/2010/09/13/editorial1.html?b=1284350400^3919701&s=industry&i=commercial_real_estate
Future of commercial real estate market remaining ‘green’
http://www.bizjournals.com/houston/stories/2010/09/13/focus3.html?b=1284350400^3916041&s=industry&i=commercial_real_estate
NAIOP panel: Commercial real estate picture murky
http://www.bizjournals.com/tampabay/stories/2010/09/13/focus2.html?b=1284350400^3918501&s=industry&i=commercial_real_estate
REIT: Another four-letter word or a golden opportunity?
http://www.miamiherald.com/2010/09/12/1819865/reit-another-four-letter-word.html#ixzz0zQT9Tvj2
Has investment sales market bottomed out?
http://www.bizjournals.com/atlanta/real_talk/2010/09/has_investment_sales_market_bottomed_out.html?ana=e_du_pap
Do office buildings have to provide amenities?
http://www.bizjournals.com/atlanta/real_talk/2010/09/do_office_buildings_have_to_provide_amenities.html?ana=e_du_pap
REITs on the rebound
http://www.bizjournals.com/atlanta/real_talk/2010/09/reits_on_the_rebound.html?ana=e_du_pap
Economy
Was the Great Panic of 2008 preventable?
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/12/AR2010091202883.html
Waning Economic Recovery Fuels Global Uncertainty
http://online.wsj.com/article/SB10001424052748703960004575482510283330890.html?wpisrc=nl_wonk
A Capital Mistake
http://www.nytimes.com/2010/09/12/opinion/12bove.html?_r=1
China, Japan, America
http://www.nytimes.com/2010/09/13/opinion/13krugman.html
U.S. Accelerates in 2011 as Demise of Consumer Is Exaggerated
http://noir.bloomberg.com/apps/news?pid=20601109&sid=a.VDqq897h3Y&pos=10
Huntington: Slim odds for recession relapse
http://www.bizjournals.com/dayton/stories/2010/09/13/daily7.html?ana=e_du_pub
Banking
Basel Regulators to Bolster Bank Capital Requirements
http://noir.bloomberg.com/apps/news?pid=20601087&sid=al6kVdiLVFtw&pos=1
Basel III arrives
http://blogs.reuters.com/felix-salmon/2010/09/12/basel-iii-arrives/?wpisrc=nl_wonk
‘Mass Hysteria’ Hurt Financial-Reform Law, Bove Says: Tom Keene
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aBkgDomYGhSo&pos=3
Credit Markets
Bond Buyers Who Went Long Get Burned on Yields: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aQIz41_sr4NA&pos=4
Sentiment/Options/MoneyFlow
Stock Bears Unprecedented as VIX Futures Recall Rally
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ayDKfWuJQCus
Other
Jobs 2.0: Nice Work If You Can Get It
http://noir.bloomberg.com/apps/harvardbusiness?sid=H6c97f3bd997718c00a00101a129c904d
CB Richard Ellis forecasts incremental rebound for commercial real estate
http://www.latimes.com/business/la-fi-cbre-20100913,0,7588093.story
Higher-quality CMBS trading revives this week: BarCap
http://www.housingwire.com/2010/09/10/higher-quality-cmbs-trading-revives-this-week-barcap
Moody's continues to downgrade RMBS
http://www.housingwire.com/2010/09/10/moodys-continues-to-downgrade-rmbs
Troubled commercial loans may be near the peak: Real Capital
http://www.housingwire.com/2010/09/10/troubled-commercial-loans-may-be-near-the-peak-real-capital
Appraisals more art than science in illiquid market
http://www.bizjournals.com/charlotte/stories/2010/09/13/focus5.html?b=1284350400^3916971&s=industry&i=resi_real_estate
Looking for hopeful signs
http://www.bizjournals.com/charlotte/stories/2010/09/13/focus1.html?b=1284350400^3916931&s=industry&i=resi_real_estate
Construction industry needs jumpstart during downturn
http://www.bizjournals.com/dayton/stories/2010/09/13/editorial1.html?b=1284350400^3919701&s=industry&i=commercial_real_estate
Houston real estate brokers staying positive amid change
http://www.bizjournals.com/houston/stories/2010/09/13/focus1.html?b=1284350400^3916001&s=industry&i=commercial_real_estate
Houston office market may still have bumps ahead
http://www.bizjournals.com/houston/stories/2010/09/13/focus2.html?b=1284350400^3916031&s=industry&i=commercial_real_estate
Dayton: Construction industry needs jumpstart during downturn
http://www.bizjournals.com/dayton/stories/2010/09/13/editorial1.html?b=1284350400^3919701&s=industry&i=commercial_real_estate
Future of commercial real estate market remaining ‘green’
http://www.bizjournals.com/houston/stories/2010/09/13/focus3.html?b=1284350400^3916041&s=industry&i=commercial_real_estate
NAIOP panel: Commercial real estate picture murky
http://www.bizjournals.com/tampabay/stories/2010/09/13/focus2.html?b=1284350400^3918501&s=industry&i=commercial_real_estate
REIT: Another four-letter word or a golden opportunity?
http://www.miamiherald.com/2010/09/12/1819865/reit-another-four-letter-word.html#ixzz0zQT9Tvj2
Has investment sales market bottomed out?
http://www.bizjournals.com/atlanta/real_talk/2010/09/has_investment_sales_market_bottomed_out.html?ana=e_du_pap
Do office buildings have to provide amenities?
http://www.bizjournals.com/atlanta/real_talk/2010/09/do_office_buildings_have_to_provide_amenities.html?ana=e_du_pap
REITs on the rebound
http://www.bizjournals.com/atlanta/real_talk/2010/09/reits_on_the_rebound.html?ana=e_du_pap
Economy
Was the Great Panic of 2008 preventable?
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/12/AR2010091202883.html
Waning Economic Recovery Fuels Global Uncertainty
http://online.wsj.com/article/SB10001424052748703960004575482510283330890.html?wpisrc=nl_wonk
A Capital Mistake
http://www.nytimes.com/2010/09/12/opinion/12bove.html?_r=1
China, Japan, America
http://www.nytimes.com/2010/09/13/opinion/13krugman.html
U.S. Accelerates in 2011 as Demise of Consumer Is Exaggerated
http://noir.bloomberg.com/apps/news?pid=20601109&sid=a.VDqq897h3Y&pos=10
Huntington: Slim odds for recession relapse
http://www.bizjournals.com/dayton/stories/2010/09/13/daily7.html?ana=e_du_pub
Banking
Basel Regulators to Bolster Bank Capital Requirements
http://noir.bloomberg.com/apps/news?pid=20601087&sid=al6kVdiLVFtw&pos=1
Basel III arrives
http://blogs.reuters.com/felix-salmon/2010/09/12/basel-iii-arrives/?wpisrc=nl_wonk
‘Mass Hysteria’ Hurt Financial-Reform Law, Bove Says: Tom Keene
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aBkgDomYGhSo&pos=3
Credit Markets
Bond Buyers Who Went Long Get Burned on Yields: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aQIz41_sr4NA&pos=4
Sentiment/Options/MoneyFlow
Stock Bears Unprecedented as VIX Futures Recall Rally
http://noir.bloomberg.com/apps/news?pid=20601010&sid=ayDKfWuJQCus
Other
Jobs 2.0: Nice Work If You Can Get It
http://noir.bloomberg.com/apps/harvardbusiness?sid=H6c97f3bd997718c00a00101a129c904d
Friday, September 10, 2010
Noteworthy Financial Stories for Sep 10, 2010
Real Estate
A Funky Real Estate Fund Excels
http://kiplinger.com/columns/fundwatch/archive/pimco-real-estate-real-return-strategy-mutal-fund.html
One In Five Hotel-Backed Loans Is Now Delinquent
http://www.zerohedge.com/article/one-five-hotel-backed-loans-now-delinquent
S Fla. hotel occupancy, rates up
http://www.bizjournals.com/southflorida/stories/2010/09/06/daily45.html?ana=e_du_pub
Still Waiting for Real Estate Shoe to Drop: LeFrak
http://www.cnbc.com/id/39094351
Buy Real Estate, Sell Bonds: Charts
http://www.cnbc.com/id/39093579
Economy
Despite popular belief, research finds the US is not in double dip recession
http://www.housingwire.com/2010/09/09/despite-popular-belief-research-finds-the-us-is-not-in-double-dip-recession
U.S. Pressures I.M.F. to Expand Role of Growing Economies
http://www.nytimes.com/2010/09/10/business/global/10imf.html?_r=1&wpisrc=nl_wonk
Things Could Be Worse
http://www.nytimes.com/2010/09/10/opinion/10krugman.html?wpisrc=nl_wonk
Labor-Market Woes in U.S. Prompt Reductions in Growth Forecasts
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aWkTfKYn5bOw&pos=5
Goldman's Roadmap Of The Progressive Economic Deterioration
http://www.zerohedge.com/article/goldmans-roadmap-progressive-economic-deterioration
I see a darkness
http://www.economist.com/blogs/freeexchange/2010/09/world_economy
And you thought we were bearish
http://ftalphaville.ft.com/blog/2010/09/10/339076/and-you-thought-we-were-bearish/
Paradise Lost: Why Fallen Markets Will Never Be the Same
http://www.iimagazine.com/banking_capital_markets/Articles/2660510/Paradise-Lost-Why-Fallen-Markets-Will-Never-Be-the-Same.html
Rosenberg: Here Are 13 Signs That We're Actually In A Depression Right Now
http://www.businessinsider.com/david-rosenberg-depression-2010-9
Banking
Commercial lending a bright spot, despite overall decline in loans from Nashville banks
http://nashville.bizjournals.com/nashville/stories/2010/09/13/story2.html?ana=e_ph
How Scary Are Municipal Finances?
http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/7990123/Basel-rules-to-hit-too-big-to-fail-banks-harder.html
Equity Market
Why Nobody Trades During Regular Hours Any More (And How Prop Funds Just Stop Trading When Volatility Spikes)
http://www.zerohedge.com/article/why-nobody-trades-during-regular-hours-any-more-and-how-prop-funds-just-stop-trading-when-vo
Three Reasons Why Stocks Are Rising (And May Continue to Rise)
http://markettalk.newswires-americas.com/?p=13682
Credit Markets
Junk Debt ‘Best Bet’ as Issuance Nears Record: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=aIrEqyd0vwv4
Bonds, breaking for the Swiss border
http://ftalphaville.ft.com/blog/2010/09/10/339986/bonds-breaking-for-the-swiss-border/
How Scary Are Municipal Finances?
http://news.morningstar.com/articlenet/article.aspx?id=349192
Sentiment/Options/MoneyFlow
CBOE Asks SEC for Permission to List Options That Expire Daily
http://noir.bloomberg.com/apps/news?pid=20601087&sid=am2kP5gvr.Qs&pos=4
Equity derivatives are THE HOT area
http://news.efinancialcareers.co.uk/newsandviews_item/newsItemId-28170
Less Cash, More Equity
http://www.ritholtz.com/blog/2010/09/less-cash-more-equity/
SMALL INVESTOR BULLISH SENTIMENT SOARS NEAR 2010 HIGH
http://pragcap.com/small-investor-bullish-sentiment-soars-near-2010-high
Sentiment Indicator Disconnect
http://www.themacrotrader.com/2010/09/09/sentiment-indicator-disconnect/
Alternative Investments
Emerging Market ETFs Show U.S. Leadership: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ay2XkvArigNg
Other
Some say bypassing a higher education is smarter than paying for a degree
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/09/AR2010090903350.html?wpisrc=nl_wonk
The Genteel Nation
http://www.nytimes.com/2010/09/10/opinion/10brooks.html?wpisrc=nl_wonk
Risk Management 101 for Small Business Owners
http://www.openforum.com/idea-hub/topics/money/article/risk-management-101-for-small-business-owners-michael-periu
A Funky Real Estate Fund Excels
http://kiplinger.com/columns/fundwatch/archive/pimco-real-estate-real-return-strategy-mutal-fund.html
One In Five Hotel-Backed Loans Is Now Delinquent
http://www.zerohedge.com/article/one-five-hotel-backed-loans-now-delinquent
S Fla. hotel occupancy, rates up
http://www.bizjournals.com/southflorida/stories/2010/09/06/daily45.html?ana=e_du_pub
Still Waiting for Real Estate Shoe to Drop: LeFrak
http://www.cnbc.com/id/39094351
Buy Real Estate, Sell Bonds: Charts
http://www.cnbc.com/id/39093579
Economy
Despite popular belief, research finds the US is not in double dip recession
http://www.housingwire.com/2010/09/09/despite-popular-belief-research-finds-the-us-is-not-in-double-dip-recession
U.S. Pressures I.M.F. to Expand Role of Growing Economies
http://www.nytimes.com/2010/09/10/business/global/10imf.html?_r=1&wpisrc=nl_wonk
Things Could Be Worse
http://www.nytimes.com/2010/09/10/opinion/10krugman.html?wpisrc=nl_wonk
Labor-Market Woes in U.S. Prompt Reductions in Growth Forecasts
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aWkTfKYn5bOw&pos=5
Goldman's Roadmap Of The Progressive Economic Deterioration
http://www.zerohedge.com/article/goldmans-roadmap-progressive-economic-deterioration
I see a darkness
http://www.economist.com/blogs/freeexchange/2010/09/world_economy
And you thought we were bearish
http://ftalphaville.ft.com/blog/2010/09/10/339076/and-you-thought-we-were-bearish/
Paradise Lost: Why Fallen Markets Will Never Be the Same
http://www.iimagazine.com/banking_capital_markets/Articles/2660510/Paradise-Lost-Why-Fallen-Markets-Will-Never-Be-the-Same.html
Rosenberg: Here Are 13 Signs That We're Actually In A Depression Right Now
http://www.businessinsider.com/david-rosenberg-depression-2010-9
Banking
Commercial lending a bright spot, despite overall decline in loans from Nashville banks
http://nashville.bizjournals.com/nashville/stories/2010/09/13/story2.html?ana=e_ph
How Scary Are Municipal Finances?
http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/7990123/Basel-rules-to-hit-too-big-to-fail-banks-harder.html
Equity Market
Why Nobody Trades During Regular Hours Any More (And How Prop Funds Just Stop Trading When Volatility Spikes)
http://www.zerohedge.com/article/why-nobody-trades-during-regular-hours-any-more-and-how-prop-funds-just-stop-trading-when-vo
Three Reasons Why Stocks Are Rising (And May Continue to Rise)
http://markettalk.newswires-americas.com/?p=13682
Credit Markets
Junk Debt ‘Best Bet’ as Issuance Nears Record: Credit Markets
http://noir.bloomberg.com/apps/news?pid=20601009&sid=aIrEqyd0vwv4
Bonds, breaking for the Swiss border
http://ftalphaville.ft.com/blog/2010/09/10/339986/bonds-breaking-for-the-swiss-border/
How Scary Are Municipal Finances?
http://news.morningstar.com/articlenet/article.aspx?id=349192
Sentiment/Options/MoneyFlow
CBOE Asks SEC for Permission to List Options That Expire Daily
http://noir.bloomberg.com/apps/news?pid=20601087&sid=am2kP5gvr.Qs&pos=4
Equity derivatives are THE HOT area
http://news.efinancialcareers.co.uk/newsandviews_item/newsItemId-28170
Less Cash, More Equity
http://www.ritholtz.com/blog/2010/09/less-cash-more-equity/
SMALL INVESTOR BULLISH SENTIMENT SOARS NEAR 2010 HIGH
http://pragcap.com/small-investor-bullish-sentiment-soars-near-2010-high
Sentiment Indicator Disconnect
http://www.themacrotrader.com/2010/09/09/sentiment-indicator-disconnect/
Alternative Investments
Emerging Market ETFs Show U.S. Leadership: Technical Analysis
http://noir.bloomberg.com/apps/news?pid=20601084&sid=ay2XkvArigNg
Other
Some say bypassing a higher education is smarter than paying for a degree
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/09/AR2010090903350.html?wpisrc=nl_wonk
The Genteel Nation
http://www.nytimes.com/2010/09/10/opinion/10brooks.html?wpisrc=nl_wonk
Risk Management 101 for Small Business Owners
http://www.openforum.com/idea-hub/topics/money/article/risk-management-101-for-small-business-owners-michael-periu
Thursday, September 9, 2010
Noteworthy Financial Stories for 9/9/10
Real Estate
US Banks Report CRE Loan Troubles Subsiding Amid Strong Quarterly Earnings
http://www.costar.com/News/Article.aspx?id=0ABC6F0E0C834934F913CB8AF510164D
Investor Hunger for Apt. Properties Still Sharp in Second-Half 2010
http://www.costar.com/News/Article.aspx?id=9437A225CC30E5B8B978675FD1853D4E
Hotels Lure Investors as Lodging Surpasses U.S. Offices, Retail
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aT_mo6Cyg.Lg&pos=6
U.S. Retail Space Availability to Drop in 2011, CB Richard Says
http://noir.bloomberg.com/apps/news?pid=20601109&sid=ahJQfnp8LIVo&pos=11
Should we let housing prices fall?
http://www.marginalrevolution.com/marginalrevolution/2010/09/should-we-let-housing-prices-fall.html?wpisrc=nl_wonk
REIT Insiders Are Pocketing Stock Gains
http://online.barrons.com/article/SB50001424052970204044404575480083392648628.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+barrons/xml/rss/3_7510+(Barron's+This+Week+Magazine)
Market Bifurcation Widens: REITs Earn, Acquire; Private Funds See Clawbacks
http://reit.com/~/media/PDFs/RELI_PDFArtic.ashx
Economy
What Should the Federal Reserve Do Next?
http://online.wsj.com/article/SB10001424052748704358904575477580959771188.html?mod=dist_smartbrief
Data shows economic recovery still on track
http://www.reuters.com/article/idUSTRE67N3B320100909?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FbusinessNews+%28News+%2F+US+%2F+Business+News%29
Guest Post: Innovation - America Has A Structural Problem
http://www.zerohedge.com/article/guest-post-innovation-america-has-structural-problem
IT’S A DEPRESSION
http://www.ritholtz.com/blog/2010/09/it%e2%80%99s-a-depression/
Fed Banks Saw ‘Widespread Signs of a Deceleration’
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aOoYtgEZyypk
OECD Says Economy Slowdown ‘More Pronounced’ Than Anticipated
http://noir.bloomberg.com/apps/news?pid=20601083&sid=aNW3J87e37S8
Federal Reserve 'beige book' signals widespread slowdown of economic growth
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/08/AR2010090806695.html?wpisrc=nl_wonk
As Recovery Boosts Big Banks, Smaller Lenders Are Still Struggling
http://online.wsj.com/article/SB10001424052748704392104575475992272435442.html?wpisrc=nl_wonk
Nearly 5 Jobless Workers Per Opening in July
http://economix.blogs.nytimes.com/2010/09/08/nearly-5-jobless-workers-per-opening-in-july/?wpisrc=nl_wonk
This recession ain't over until ... never?
http://www.prospect.org/cs/articles?article=the_long_shock&wpisrc=nl_wonk
El-Erian: Judging Obama, Geithner and Goolsbee
http://ftalphaville.ft.com/blog/2010/09/08/337536/el-erian-judging-obama-geithner-and-goolsbee/
Looking Ahead to a Capital Weekend in Basel
http://online.wsj.com/article/SB10001424052748703453804575480162238908270.html?mod=dist_smartbrief
Bankers to Feds: Pull the Plug on Fannie and Freddie
http://www.cnbc.com/id/39066228
Moody's: Bank writedowns at 2/3 of likely total
http://www.google.com/hostednews/ap/article/ALeqM5gMYPm1rEfm-2E_sX5IdBW3TJbmowD9I406FG0
Equity Market
Schapiro: Fleeing investors question stock market integrity
http://www.usatoday.com/money/markets/2010-09-08-mart08_ST_N.htm
Many of the DJIA members have pretty attractive dividend yields versus bonds.
http://tickersense.typepad.com/ticker_sense/2010/09/on-a-yield-basis.html
Are "Black Swans" not so black anymore?
http://humblestudentofthemarkets.blogspot.com/2010/09/are-black-swans-not-so-black-anymore.html
RETAILERS – REALITY CHECK TIME
http://theburningplatform.com/blog/2010/09/08/retailers-reality-check-time/
Analysis: Insider buys point to false bottom for stocks
http://www.reuters.com/article/idUSTRE6874VC20100908
Credit Markets
Drunken, Raucous Bond Market Is About to Be Ill: Mark Gilbert
http://noir.bloomberg.com/apps/news?pid=20601039&sid=apS4735nAcHI
Sentiment/Options/MoneyFlow
CBOE Plans Weekly Options on Volatility Index Later This Month
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aEY5sYNhBA0Y
Charting The Great Bear Market Fund Flow Vacuum
http://www.zerohedge.com/article/charting-great-bear-market-fund-flow-vacuum
Rumors About The Demise Of US Equity Culture, Premature
http://www.tradersnarrative.com/rumors-about-the-demise-of-us-equity-culture-premature-4603.html
The Rosenberg Indicator?
http://justinpaterno.com/2010/09/09/the-rosenberg-indicator/
Alternative Investments
China ‘Sweet Spot’ Is Returning for Investors: Stephen Green
http://noir.bloomberg.com/apps/news?pid=20601039&sid=aBLkOsX_Hd24
Other
The Power of Density
http://www.theatlantic.com/business/archive/2010/09/the-power-of-density/62569/
7 Ways Web Analytics Can Improve Your Marketing
http://www.openforum.com/idea-hub/topics/technology/article/7-ways-web-analytics-can-improve-your-marketing-ramon-ray-1
US Banks Report CRE Loan Troubles Subsiding Amid Strong Quarterly Earnings
http://www.costar.com/News/Article.aspx?id=0ABC6F0E0C834934F913CB8AF510164D
Investor Hunger for Apt. Properties Still Sharp in Second-Half 2010
http://www.costar.com/News/Article.aspx?id=9437A225CC30E5B8B978675FD1853D4E
Hotels Lure Investors as Lodging Surpasses U.S. Offices, Retail
http://noir.bloomberg.com/apps/news?pid=20601087&sid=aT_mo6Cyg.Lg&pos=6
U.S. Retail Space Availability to Drop in 2011, CB Richard Says
http://noir.bloomberg.com/apps/news?pid=20601109&sid=ahJQfnp8LIVo&pos=11
Should we let housing prices fall?
http://www.marginalrevolution.com/marginalrevolution/2010/09/should-we-let-housing-prices-fall.html?wpisrc=nl_wonk
REIT Insiders Are Pocketing Stock Gains
http://online.barrons.com/article/SB50001424052970204044404575480083392648628.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+barrons/xml/rss/3_7510+(Barron's+This+Week+Magazine)
Market Bifurcation Widens: REITs Earn, Acquire; Private Funds See Clawbacks
http://reit.com/~/media/PDFs/RELI_PDFArtic.ashx
Economy
What Should the Federal Reserve Do Next?
http://online.wsj.com/article/SB10001424052748704358904575477580959771188.html?mod=dist_smartbrief
Data shows economic recovery still on track
http://www.reuters.com/article/idUSTRE67N3B320100909?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+reuters%2FbusinessNews+%28News+%2F+US+%2F+Business+News%29
Guest Post: Innovation - America Has A Structural Problem
http://www.zerohedge.com/article/guest-post-innovation-america-has-structural-problem
IT’S A DEPRESSION
http://www.ritholtz.com/blog/2010/09/it%e2%80%99s-a-depression/
Fed Banks Saw ‘Widespread Signs of a Deceleration’
http://noir.bloomberg.com/apps/news?pid=20601010&sid=aOoYtgEZyypk
OECD Says Economy Slowdown ‘More Pronounced’ Than Anticipated
http://noir.bloomberg.com/apps/news?pid=20601083&sid=aNW3J87e37S8
Federal Reserve 'beige book' signals widespread slowdown of economic growth
http://www.washingtonpost.com/wp-dyn/content/article/2010/09/08/AR2010090806695.html?wpisrc=nl_wonk
As Recovery Boosts Big Banks, Smaller Lenders Are Still Struggling
http://online.wsj.com/article/SB10001424052748704392104575475992272435442.html?wpisrc=nl_wonk
Nearly 5 Jobless Workers Per Opening in July
http://economix.blogs.nytimes.com/2010/09/08/nearly-5-jobless-workers-per-opening-in-july/?wpisrc=nl_wonk
This recession ain't over until ... never?
http://www.prospect.org/cs/articles?article=the_long_shock&wpisrc=nl_wonk
El-Erian: Judging Obama, Geithner and Goolsbee
http://ftalphaville.ft.com/blog/2010/09/08/337536/el-erian-judging-obama-geithner-and-goolsbee/
Looking Ahead to a Capital Weekend in Basel
http://online.wsj.com/article/SB10001424052748703453804575480162238908270.html?mod=dist_smartbrief
Bankers to Feds: Pull the Plug on Fannie and Freddie
http://www.cnbc.com/id/39066228
Moody's: Bank writedowns at 2/3 of likely total
http://www.google.com/hostednews/ap/article/ALeqM5gMYPm1rEfm-2E_sX5IdBW3TJbmowD9I406FG0
Equity Market
Schapiro: Fleeing investors question stock market integrity
http://www.usatoday.com/money/markets/2010-09-08-mart08_ST_N.htm
Many of the DJIA members have pretty attractive dividend yields versus bonds.
http://tickersense.typepad.com/ticker_sense/2010/09/on-a-yield-basis.html
Are "Black Swans" not so black anymore?
http://humblestudentofthemarkets.blogspot.com/2010/09/are-black-swans-not-so-black-anymore.html
RETAILERS – REALITY CHECK TIME
http://theburningplatform.com/blog/2010/09/08/retailers-reality-check-time/
Analysis: Insider buys point to false bottom for stocks
http://www.reuters.com/article/idUSTRE6874VC20100908
Credit Markets
Drunken, Raucous Bond Market Is About to Be Ill: Mark Gilbert
http://noir.bloomberg.com/apps/news?pid=20601039&sid=apS4735nAcHI
Sentiment/Options/MoneyFlow
CBOE Plans Weekly Options on Volatility Index Later This Month
http://noir.bloomberg.com/apps/news?pid=20601084&sid=aEY5sYNhBA0Y
Charting The Great Bear Market Fund Flow Vacuum
http://www.zerohedge.com/article/charting-great-bear-market-fund-flow-vacuum
Rumors About The Demise Of US Equity Culture, Premature
http://www.tradersnarrative.com/rumors-about-the-demise-of-us-equity-culture-premature-4603.html
The Rosenberg Indicator?
http://justinpaterno.com/2010/09/09/the-rosenberg-indicator/
Alternative Investments
China ‘Sweet Spot’ Is Returning for Investors: Stephen Green
http://noir.bloomberg.com/apps/news?pid=20601039&sid=aBLkOsX_Hd24
Other
The Power of Density
http://www.theatlantic.com/business/archive/2010/09/the-power-of-density/62569/
7 Ways Web Analytics Can Improve Your Marketing
http://www.openforum.com/idea-hub/topics/technology/article/7-ways-web-analytics-can-improve-your-marketing-ramon-ray-1
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